♑ What are the Basics of Dashboard?
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Overview of your business can be seen on your dashboard. When you log into your system, the dashboard is the first thing you see, which will outline the progress and performance of your business. The probable different parts of your default Dashboard are as follows:
Row #1:
1.Opportunities: Number of Leads in your Pipeline
2.Value: Total worth of all your leads
3.Conversion Rate: Percentage of your ‘WON’ leads/accounts
Row #2:
1.Funnel: A visual representation of what stages your opportunities are within your Pipeline
2.Stages Distribution: This is a cycle graph of your Pipeline
Row #3:
1.Manual Actions: An overview of manual actions
2.Tasks: A list of assigned tasks for one or all users within your account.
Row #4:
1.Lead Source Report: Here you see where your leads came from and what their values are.
2.List
