How to create a Dashboard?
You can create Dashboards to get an overview of your business activities like Lead Status, Activity Status, Overdue activities, and so on depending upon your business requirement.
To create a dashboard follow the steps given below:
- Go to main menu > Dashboard.
- Click on "More" on the top right corner of the page and select "Add new dashboard".
- In the popup "Add Dashboard" provide the name of the Dashboard.
- Click save button
How to Add Widgets in the dashboard?
The Dashboard Widgets allow the user to display the most operational relevant information at all times.
To add the Widgets in the Dashboard follow the steps given below:
- Click on Add Widgets on the right side of the page.
- You can view a couple of default widgets and select from the drop-down.
- The following information is the summary of all of the Widgets.
| Widgets | Description |
|---|---|
| History | History Widget displays the operation performed on records example like Create, Edit, Delete, Add Comments. It helps you to follow the changes made on records. |
| Upcoming Activities | It helps you to show all the future lists of scheduled Events and Tasks. |
| Funnel | It shows the number of Opportunities in each sales stage |
| Opportunities by Stage | It is a graphical representation that allows you to display the Opportunities records according to the sales stage of each sales rep. |
| Sales Pipeline | It allows you to display the action of the salesperson that how many deals have been expected to close |
| Total Revenue | It displays and compares the revenue of each sales rep in the form of a pie diagram. |
| Top Opportunities | It shows the list of Opportunity records and returns in detail. |
| Leads by Status | It shows the number of leads in each sales stage in a graphical representation. |
| Leads by source | It displays the number of leads by source example Website, Justdial, Facebook, and so on in a graphical representation. |
| Leads by Industry | It displays the leads according to the industry which they involve in example Banking, Communication, Education, Electronics, and so on in a graphical representation. |
| Overdue Activities | It displays the list of incomplete Events and tasks. |
| Tickets by Status | It displays the list of Tickets by status from open ticket to closed ticket in a graphical representation. |
| Open Tickets | It displays the number of Open Tickets which is assigned to the sales rep. |
| Key metrics | It displays a custom list which is marked as a list of metrics that will be listed under the Key metrics Widget. |
| Tag Cloud | It displays all the Tags, you can click on a particular tag to view the relevant records under Tag Cloud Widget. |
| Total Amount by Sales Stage | It displays the Total Amount by Sales Stage example Scheduling appointments, Demonstration, Negotiation, Closed Won, Closed Lost, and so on. |
| Mini List | It displays the filtered list of the CRM records from a specified Module example "Contacts from Justdial", a list filter of the Contacts Module. |
| NoteBook | NoteBook Widget allows you to write and save quick notes on the homepage. |