CRM Dashboard

Overview

The CRM Dashboard module helps you to see the Overview of the CRM module and its functioning, moreover, the CRM Dashboard helps you to know the overview of the CRM beautifully. Here you can see all details related to CRM module operations such as Leads, Opportunities, Expected, and Total Revenue. Furthermore, we can view the different types of reports in the form of graphs according to the values and operations of CRM.

Features

Different views for user and admin.

Upcoming and recent activities.

Year to date bar graph and target field in user settings.

Lost reason analysis.

View Top deals and monthly goal.

Clickable Dashboard Cards.

Screenshots

The Clickable Dashboard Card Helps with the Analysis of Records.

Funnel chart and Year to Date chart helps to understand the target. Also have the pie chart for lead Analysis by month and activity.

User Target for Year to Date.
Target: Settings>User Settings>Below the access right tab.

Top Deals is listed and the Monthly goal gauge is helping to achieve the goals.

Upcoming activities and Total revenue by salesperson.

Sales person and country wise revenue and the country wise count of opportunities in Heatmap.

Lost analysis graph, Recent activities and Top sales person by invoice

Dashboard View for User.