Dashboards and Reports
Sales CRM Dashboards
We have multiple Dashboards in CRM. Example. Lead Dashboard, Call Dashboard, Meeting Dashboard, Quotation Dashboard, Sales Dashboard and Target Dashboard.
Also you can customize this dashboards according to your requirement. Each dashboards has multiple widgets.
Lead Dashboard
In Lead Dashboard, Leads by status: where you will understand lead stats, lead metrics in pie chart. along with the % of lead status.
lead by source: Leads are generated from multiple sources. On Dashboard, you can have overview of all sources with count of leads generated respectively.
Leads by industry: Each company its own target audience or demo graphics. it can be category or industry. On tip of fingure, you will get all analysis.
Lead Funnel : Lead Funnel indicates lead journey. You can customize leads stages according to your requirement. funnel will be automtically generated on the basis of data input.