💡DASHBOARD

In CRM, a dashboard is a visual interface that displays key metrics, data, and performance indicators in a centralized location, providing users with a snapshot of sales,revenue, customer engagement, and other important insights to facilitate informed decision-making.

*Opportunity Status: - Opportunity status indicates the stage of a potential sale

*Opportunity Value - Opportunity value represents the potential revenue

*Conversation Rate - Conversion Rate shows the percentage of Opportunities successfully converted to sales, aiding sales tracking and forecasting.

*Funnel

Funnel represents the sales process, visualizing the journey from initial lead to closed deal.

*Stage Distribution

Stage distribution shows the number or value of opportunities at each stage, aiding sales tracking and optimization.

Task

tasks are actionable items assigned to team members.

Manual Actions

Manual actions refer to user-initiated activities.

Lead Source Report

Lead source report tracks where leads originate, helping to identify the most effective marketing channels.

 Google Analytics Report

Google Analytics Report integrates website analytics data into the CRM platform, providing insights into website traffic, user behavior, and marketing performance to enhance customer engagement and conversion tracking.

Google Business Profile

Google Business Profile integration allows businesses to manage and sync their Google My Business information directly within the CRM, ensuring consistent and updated business details across online platforms.

Google Ads Report

Google Ads Report provides insights into the performance of Google Ads campaigns, displaying metrics like clicks, impressions, and conversions to evaluate advertising ROI and optimize marketing strategies.

Facebook Ads Report

Facebook Ads Report offers insights into the effectiveness of Facebook advertising campaigns, showcasing metrics such as reach, engagement, clicks, and conversions to assess campaign performance and optimize ad spend.