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CRM dashboard

CRM dashboard is the first page you see upon signing in to the system. CRM dashboard displays your company key metrics, as well as all the changes that have taken place since you signed off last:

CRM administrators can browse the whole company statistics; managers get data about users from their group; regular users can see their own contacts, deals, activities, etc. on their dashboard.

By default, dashboard displays the following metrics:

  • Number of contacts per user/department/company
  • Number of activities
  • Number of deals
  • Revenue — the total of values from all "Deal value" fields for the deals that migrated to one of the successful stages within a given time frame
  • Revenue by deal type
  • Closed deals — the number of deals that migrated to one of the successful stages
  • Lost deals — the number of deals that migrated to one of the unsuccessful stages
  • Potential revenue — the total of values from all "Deal value" fields for the deals that got stuck on one of the transitional (anywhere between successful and unsuccessful) stages within a given time frame
  • Lost revenue — the total of values from all "Deal value" fields for deals that migrated to one of the unsuccessful stages within a given time frame
  • New types of activities — the number of new activities by their types
  • Sources of activities — activities filtered by their sources (specified in field "Source of activity")
  • Types of deals — the number of new deals by their types
  • Sources of deals — deals filtered by their sources (specified in field "Source of deal")
  • Sales funnels for all types of deals
  • Number of calls received within a given time frame
  • Number of SMS messages received within a given time frame
  • Number of email messages received within a given time frame
  • Number of online forms received within a given time frame
  • Events that involve you and took place in the CRM while you were offline.

  • ATTENTION: Please note, that you need to refresh the dashboard in order to display all the diagrams you created (the dashboard data cache is also updated automatically, but it usually takes longer).

    How to update dashboard data:


    Pre-setting might also be necessary (in case there are no default settings for your industry version).

    To make sure the data output in sections "Revenue", "Potential revenue", "Lost revenue", "Successful deals" and "Lost deals" is correct, go to Main menu — Settings — CRM — Report fields settings:

    Select the fields to be considered in deal value evaluation from the profile fields of type "Price" (see #3 on the screenshot).

    Select the deal stages to be considered successful (4) and the unsuccessful stages (5) leading to deal loss.

    To display the statistics on sources of activities (1) and sources of deals (2), select fields defining the source. If such fields do not exist — create them (specifying "Single choice" as field type) and set their possible values.


    Dashboard view settings

    Users can make the following changes to the list of metrics on dashboard:

    • delete sections;
    • change the order of sections;
    • change the size of sections.

    To make changes to dashboard settings, enter the editing mode and change section size:

    drag sections to a new position on dashboard:

    or hide the unnecessary sections:

    CRM administrators can also select the sections to be displayed to individual users/groups/departments in Main menu — Settings — CRM — Dashboard.

    By default, all metrics are displayed to all users, and any user can relocate or remove a section from dashboard for more convenience. In case the CRM administrator wishes to restrict user access to this option, it is enough to untick "Permission for user to hide section":

     

    Adding custom reports to dashboard

    CRM administrators can add custom reports based on any metrics to dashboard. Custom reports and their flexible settings are available in section "Reports":

    Create reports using your business metrics:
    • Go to Main menu — Settings — CRM — Dashboard in the administration panel and add a report. Do not forget to specify users with the access permission to view reports:


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    APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system