The Dashboard is like an overview of your business. This is the first thing that you and your clients will see when you log into the CRM Software. This will outline the progress and performance of your business. Here are the different parts of your default Dashboard

Step 1: Opportunities → Number of Leads in your Pipeline

Pipeline Value → All your Leads worth

Conversion Rate → Percentage of your ‘WON’ accounts

Step 2: Funnel → Visibility of your Pipeline

Stages Distribution → Cycle Graph of your Pipeline marketing

Stage 3: Task → Assigned tasks to your team member

‘Drop Down Arrow’ → You can change the name to see their assigned tasks

Step 4: In this part, you will see where your Leads came from and their actual values

Step 5: This where you can track your ranking if you have integrated GMB to your account.

Step 6: Reviews and Average Rating of your business

Step 7: Sentiment → Where you can see a ‘Positive’ or ‘Negative’ reviews

Invites Goal → How many people have you invited to leave you a review

Leaderboard for Invites → An overview of each team member invite accounts.

Did this answer your question?