CRM - Dashboard
Overview
The CRM Dashboard provides an at-a-glance view of your sales pipeline, recent activities, and key performance metrics. Monitor your business relationships effectively.
How to Access
- Navigate to CRM in the admin sidebar
- Click on Dashboard
Features
Key Metrics
- Total deals value
- Leads this month
- Conversion rate
- Average deal size
Pipeline Overview
- Deals by stage
- Revenue by stage
- Upcoming activities
- Recent wins/losses
Quick Actions
- Add new lead
- Create new deal
- Log activity
- View reports
Activity Feed
- Recent customer interactions
- Today's tasks
- Upcoming meetings
- Recent deal updates
Dashboard Widgets
| Widget | Description |
|---|---|
| Pipeline Value | Total value in pipeline |
| Win Rate | Percentage of deals won |
| Avg Deal Time | Average time to close |
| Top Deals | Highest value open deals |