General provider principles

The data your SalesDash metrics are based on, comes from on one or more data sources. SalesDash calls these data sources "providers".

A provider represents one account in an external system, like a CRM, ATS or powerdialer.

External Identities

Every provider will create External Identities based on the users, teams, projects, etc. in the external system.

By default, these external identities will not be automatically linked to entities in SalesDash. They will simply show up as Unlinked External Identities, at Providers > Unlinked External Identities.

Only data belonging to external identities which you have linked to SalesDash entities will actually be used in your SalesDash metrics.

To link external identities, go to Providers > Unlinked External Identities in the SalesDash admin.

Here you can see an overview of all unlinked external identities. You can filter them by provider or type, search, or disable the "ignored" filter to find previously ignored external identities.

Ofcourse, you can only link external identities for which the corresponding SalesDash entity already exists.

To create entities, go to the Data section in your SalesDash admin.