Dashboard provides you a complete overview of the various widgets installed. You can easily customize the dashboard as per your own data viewing preferences. You get a 360 degree overview of all the CRM functionalities all at one place. Each type of data can be represented in so many different ways. But to make life easier for your Sales Team, we have introduced three types of widgets. There are more than 100 widgets which help you tweak the look and feel of analytics.
Some of the important dashboard analytic features include the following.
• You can customize the appearance of the widgets via an easy drag and drop feature.
• Advanced data integration through the backend panel for customized reporting.
• The dashboard allows you to keep an eye on the sales and service support efforts put in by your team.
• You can easily schedule the reporting to make the process automated, eliminating the need to ask for reports every time.
• Generate custom reports based on Accounts, Contracts, Leads, Opportunities, Service Requests and Sales Order