In SFDC
As a sales user, you will be able to leverage the contract expiration dashboard, which will help you quickly identify all the contract expirations across your accounts. You can use "Criteria" to narrow down your search and focus on certain accounts or contracts that meet a specific criteria.
The dashboard also has an interactive bar chart of all the contracts grouped by their expiry dates to easily visualize the expiration on contracts.
Data Edit Capability
Edit data directly on CRM Expiration Dashboards, enabling smart filtering and improved accuracy.
Contact your Customer Success Manager to enable and customize this powerful capability for your dashboard.
In MS Dynamics
As a sales user, you will be able to leverage the contract expiration dashboard, which will help you quickly identify all the contract expirations across your accounts. You can use "Criteria" to narrow down your search and focus on certain accounts or contracts that meet a specific criteria.
The dashboard also has an interactive bar chart of all the contracts grouped by their expiry dates to easily visualize the expiration on contracts.