1. Role-Based Dashboard Views: Depending on your role, your dashboard will display key performance indicators (KPIs) relevant to your responsibilities. These KPIs are presented through various widgets in formats such as doughnut charts, bar charts, line graphs, and maps. For example, maps with pins can represent leads and projects, making it easy to visualize and track your work.
2. Visual Representation of Metrics: These widgets provide a clear and visual representation of essential metrics and tasks pertinent to your role. Whether you're an admin monitoring overall performance or a sales representative focusing on lead conversion, the dashboard is tailored to provide the most relevant insights.
3. Interactive Data Access: Our system features interactive widgets with pop-up tables that appear when you click on any graph or chart. This allows you to access detailed, filtered data quickly and efficiently, giving you a deeper understanding of the metrics.
4. Export Functionality: Additionally, our widgets come equipped with export functionality, enabling you to easily export the filtered data from the tables for further analysis. This is particularly useful for creating reports or sharing insights with your team.
5. Empowering Your Role: Our CRM system is designed to ensure that you have the right information and tools at your fingertips to excel in your role. Whether you're managing a team, driving sales, or designing solar solutions, the dashboard is a powerful resource to help you stay on top of your tasks and goals.
If you have any questions or need further assistance, please don't hesitate to reach out. Thank you for taking the time to learn about our Dashboard feature