How do I customize column sets on the Sales page?

Make decisions faster by mixing and matching any metric in your saved view on your Northbeam Sales page

Northbeam Custom Columns

To customize your column sets on the Sales page:

  1. Log in to your Northbeam Dashboard and click on the Sales Tab on the left panel.
  2. Scroll down to the pivot table of the page.
  3. Click ‘Customize’ located at the top right of the table. 
  4. Select the metrics you want to see and select the order in which you want to view them in your table. 
  5. Click ‘Apply’