Dashboard
The Dashboard is your customizable control center, designed to give you and your team actionable insights and an organized workspace tailored to your needs. With flexible templates, customizable widgets, and intuitive layout options, the Dashboard helps you stay focused on what matters most.
Key Features
1. Customizable Templates
Create personalized Dashboard layouts to fit your workflow.
Save templates for different use cases or team needs.
2. Widgets for Upper and Lower Zones
The Dashboard is divided into two zones for optimal organization:
Upper Widget Zone: Focused on key performance indicators (KPIs) and metrics.
Lower Widget Zone: Designed for productivity tools and scheduling.
Upper Widget Zone: Available Widgets
Choose from a wide variety of widgets to track your personal and team performance metrics. The available widgets include:
My Closed Deals Value: Total value of deals closed by you.
My Closed Deals Count: Total number of deals closed by you.
My Lost Deals Value: Total value of deals lost by you.
My Lost Deals Count: Total number of deals lost by you.
My Average Deal Size: Average value of all deals closed by you.
My Close Rate: The percentage of deals you’ve closed out of all lost and closed deals.
My Open Deals: Total number of open deals currently assigned to you.
My Created Leads: Total leads created by you.
My Created Deals: Total deals created by you.
My Created Contacts: Total contacts created by you.
Closed Deals Value: Total value of closed deals by the team.
Closed Deals Count: Total number of deals closed by the team.
Lost Deals Value: Total value of lost deals by the team.
Lost Deals Count: Total number of lost deals by the team.
Average Deal Size: Average deal value across the team.
Team Close Rate: The percentage of deals closed out of all lost and closed deals by the team.
All Open Deals: Total number of open deals across the team.
Total Created Leads: Total leads created by the team.
Total Created Deals: Total deals created by the team.
Total Created Contacts: Total contacts created by the team.
Lower Widget Zone: Available Widgets
This section helps you manage activities, tasks, and visual insights:
Task List: Displays all tasks assigned to you or your team for easy tracking.
Leaderboard: Ranks team members based on performance metrics like deals closed or leads created.
Upcoming Activities: Shows scheduled calls, meetings, or reminders to keep you on top of your calendar.
Calendar: Provides a calendar view of appointments and deadlines. Switch between daily, weekly, or monthly views.
Chart: Offers customizable visual insights into key metrics.
Chart Widget Features
The chart widget allows you to display and analyze performance trends. Available options include:
Metrics: Choose from key data points such as:
Value Closed
Value Lost
Average Deal Size
Close Rate
Created Leads
Created Deals
Closed Deals
Lost Deals
Cumulative View: Enable the cumulative option to see progressive totals over time.
Reordering and Flexibility
Drag and drop widgets to rearrange your Dashboard layout.
Add or remove widgets anytime to adjust to your current priorities.
Use templates to quickly apply pre-configured layouts.
The Dashboard feature is designed to be a central hub for tracking performance, managing tasks, and visualizing data, giving you and your team a comprehensive and customizable way to stay organized and productive.
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