Tips and Tricks

Edit Total Cost in Vendor Performance

Vistadash’s Edit Costs feature enables you to edit costs right in the Vendor Performance tab. With it, you can add budget information directly in that section, allowing for a much more accurate and updated vendor comparison process. Here’s how it’s done:   Go to...

How to Read the Vendor Performance Report

The Vendor Performance Report (found in Vistadash > Conversions > Leads > Vendor Performance) is a fantastic lead reporting tool that can help you determine the quality of your leads from the different providers in your CRM. Here’s a breakdown of what you...

What To Do If You Switch Vendors

Switching vendors happens. To ensure your Vistadash reporting stays up to date, it is highly recommended that you reach out to your Marketing Strategist regarding any updates or vendor changes. Here are a few things we suggest letting us know about in the event of any...