The goal of this article is to explain the differences found in the Enterprise Edition when compared to the team products currently active in Chime. Be aware that most features are the same at the Enterprise Edition level as they are in the team products so it would be advisable to review the following articles to understand how the logic works for these features at the team level.
In the New Enterprise product, the Dashboard now has three levels: (1) My Dashboard, (2) Group Dashboard, and (3) Company Dashboard.
This remains the same as it is in the team editions. The user will see only the information for leads that they have access to.
For any group owner/admin, they will see a dashboard with all of their group data. If they have any subgroups nested underneath, they will also see a drop-down in the top-right that allows them to select which group to view in the dashboard blocks.
A difference from the current team edition is that there is a drop-down in the top-right that can be used to select the tier at which to display dashboard data. Simply click on the group, etc. that should be displayed in the dashboard blocks.
All the same reports as on the team edition are available (see Reporting). With this edition, there is now an additional set of criteria that can be used to narrow down the specific groups that reporting is being displayed for. This will be found along the top menu on each of the reports:
When establishing business goals (see Business Summary (Reporting)), the Company Owner/Admin will be able to divide the goals into groups:
At each group level, a Group Owner/Admin will be able to edit their contribution towards that top-level goal for each specific subgroup:
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <firstname.lastname@example.org> or by phone at 1 (855) 981-7557.