CRM Dashboard

CRM Dashboard

The CRM dashboard displays an overview of the the User's sales process and is a great tool to monitor when prospecting for new customers. The dashboard is the front page of the CRM and provides an overview of everything you're doing in the sales cycle.

Comparison Widgets

The CRM dashboard displays an overview of the the User's sales process and is a great tool to monitor when prospecting for new customers. The dashboard is the front page of the CRM and provides an overview of everything you're doing in the sales cycle.

CRM Information Counters

The CRM dashboard displays an overview of the the User's sales process and is a great tool to monitor when prospecting for new customers. The dashboard is the front page of the CRM and provides an overview of everything you're doing in the sales cycle.

Call Leaderboards

The call leaderboards in the CRM are also displayed in the main Dashboard. Use these leaderboards as a benchmark with other team members.

Prospect Breakdown Widget

This widget provides an overview of your sales funnel, displaying how many prospects the user has in each stage of the sales process. Hovering over a different section of the "ring" will display different stages.