Dash boards are the important thing which shows the present scenario of the organization through the charts and the table’s comparisons, patterns and various trends in sales. CRM dash boards hence provide a reality snapshot of the organization key zones. These dashboards are sometimes being made by the two dimensional and three dimensional charts which are being created based on the current records.
Standard CRM & Sales Dashboards
Sales Force Automation
The source chart of the lead create new sales
Have a high potentiality
Stage chart provides the Pipeline of sales
Accounts provides the sales
Opportunity being provided topmost
Opportunity being provided for the revenue
Pipeline for the sales
Opportunity being provided at stage
Total Amount by Sale Stage
Provide open case for customer.
They are provided by the priority basis.
They are also being provided by the status.
- Upcoming Activities
- Key Metrics
- Overdue Activities
- Mini list