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.