8:00am

Jim checks his calendar for the day. He is meeting Senior Sales Exec Will first, then Marketing Manager Sally.

8:30am

Meets with Senior Sales Exec Will. Will is meeting key clients and prospects today and Jim wants to be sure Will is fully prepared.

Jim reviews Will's Sales Dashboard.

9:30am

Jim has to meet Marketing Manager Sally next.

Quickly reviews the main dashboard to plan his discussion with Sally. With a quick review, the agenda is set.

10:00am

Meets Marketing Manager Sally to review her progress over the quarter, using Sally's marketing dashboard.

Most of the results are encouraging. But Jim points out some areas of concern like low proportion of self-generated leads.

Suggests increasing outlay on Search Engine Marketing.

1:00pm

After a quick lunch, Jim settles down to work on a key presentation he has to make a seminar in San Francisco on the company's Product Development Direction and current performance.

With easy access to all the shared online documents in Sugar generated by Sally, Jim is able to gather all the necessary information.

3:00pm

Jim has an important teleconference with the Senior Regional Manager to update him on the status of Jim's division.

He has already prepared for the meeting and pulls up his Dashboard to give a quick overview to the Regional Manager

4:30pm

Does some pending work on his presentation at San Francisco and uploads it into the shared documents for Sally and her team to review.

6:00pm

Meets the Senior Regional Manager for a game of Golf. Brings along his cellphone just in case they need to discuss some key figures.