CRM Dashboard


My Leads

My Opportunities

Expected Revenue

Revenue

Win Ratio

Average Closing Time

Opportunity Win Loss Ratio

Unassigned Leads Count

Funnel Chart


Year to Date


Annual Target :&nbsp
YtD Target :&nbsp
Achieved Won :&nbsp
Difference :&nbsp

Leads by Month


CRM Activity


Upcoming Activities


  • Activity:
  • Name:
  • Summary:

Total Revenue by Salesperson


Top Deals


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  • Sales Person: ,&nbsp Team:

Monthly Goal


Leads group by Campaign


Leads group by Medium


Leads group by Source


Top Salesperson Revenue


Opportunity Revenue

Top Country Wise Revenue


Country Revenue

Top Country Wise Count


Country Count

Recent Activities


  • Activity:
  • Name:
  • Summary:
  • Sales Rep.:

Lost Opportunity/Lead Graph


Top Sales Person by Invoice


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