---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Navigating sales process dashboard

# Navigating the sales process dashboard {#ariaid-title1}

* Release version: Xanadu
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Become familiar with the various elements that make up the sales process dashboard in the Lead-to-Cash Process Management application.
The sales process dashboard in the Lead-to-Cash Process Management application offers a consolidated view of sales activities across entities such as opportunities, quotes, and orders.Figure 1. Sales process dashboard in Lead-to-Cash Process Management

## Node map elements {#navigating-sales-process-dashboard__section_lnh_yvn_xfc}

The hierarchical node map visually represents the relationships of sales entities. Sales process managers and contract admins can dynamically manage this map by linking or delinking records, converting soft links to hard links for active monitoring. The following table describes the function of node map elements.{#navigating-sales-process-dashboard__table_xdm_cwn_xfc__entry__2}

| Element | Function |
|-|-|
| Filter icon ![]() | Filter link by types to view associated nodes. You can filter to view all nodes or hard-linked nodes. |
| Link records | Link more sales records to the selected node. To add more records, select Link records, then select a Business entity on the Link records pop-up window. Select specific records that you want to link and select Link selected. |
| Delink | Delete child record and its hierarchy. To delink a record, select a link connecting a parent node and its child nodes you no longer want to monitor, and select Delink. |
| Hard link | Enables you to convert soft links to hard links and vice versa. To convert a link, select it and select the Hard link toggle switch. |
[Table 1. Node map elements]

{#navigating-sales-process-dashboard__table_xdm_cwn_xfc}

By default, only three levels are displayed on the node map when you open a sales process record in the CSM Configurable Workspace. Admins can increase or decrease the number of levels displayed. For more information, see [Customize hierarchical node map levels for Lead-to-Cash Process Management](https://servicenow-prod.fluidtopics.net/I33dPnWeihV8a0ofXFtyFA "Customize the number of node levels to display in the Lead-to-Cash Process Management hierarchical node map visualization.").

Only 250 nodes can be displayed on the node map at a time. If you have more than 250 nodes, collapse some nodes and then expand and view the other nodes.

## Details pane {#navigating-sales-process-dashboard__section_d1k_kc4_xfc}

A details section consolidates all relevant operational elements---tasks, emails, checklists, and attachments---into a single pane.  
Note:  
Related lists configured in the Sales cockpit view in Next Experience UI govern the tabs that are displayed for a sales entity on the sales dashboard.
**Related concepts**   

* [Monitoring and tracking sales activities](https://servicenow-prod.fluidtopics.net/Ev0R6dHIBfxGkax7f7Go0A "Monitor and track sales activities for a customer account after you have created a sales process record.")
* [Linking, delinking, and link conversion conditions](https://servicenow-prod.fluidtopics.net/8A7j~aIkkvyqADwqZblW8w "Several conditions can enable or disable you from linking, delinking, and hard or soft-linking records in Lead-to-Cash Process Management.")  
**Related tasks**   

* [Create and manage task checklists](https://servicenow-prod.fluidtopics.net/2iUO2sLQhHZdLCBUsGDEtA "Create and manage checklists to track progress on completing routine or repetitive tasks and processes such as fulfilling orders.")
* [Add attachments for a sales process record](https://servicenow-prod.fluidtopics.net/6h3pL~EdZGHxmqtHG7lHdA "Attach files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record.")
* [Manage attachments for a sales process record](https://servicenow-prod.fluidtopics.net/alwx62r2i~fBnzGxh_mJng "Rename, download, or delete files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record.")
* [View and send emails in Lead-to-Cash Process Management](https://servicenow-prod.fluidtopics.net/mhaBpMjWeQ2M3_9RvQS7Ww "View consolidated emails for all hard-linked entities monitored within a sales process record and compose emails from the sales process dashboard.")  
**Related topics**   

* [Using Sidebar](https://www.servicenow.com/docs/access?context=using-sidebar&version=xanadu&pubname=xanadu-conversational-interfaces&ft:locale=en-US)