CRM Dashboard
The CRM module's opening page: today's visits, overdue follow-ups, and deals per stage - the CRM Dashboard report embedded in a page, with no filters to fill.
Questions It Answers
- How many visits are planned and done today?
- Which follow-ups are past due?
- How many open deals are in each stage, and what are they worth?
What Is Shown
| Part | Meaning |
|---|---|
| Today's Visits | Today's visit plans and their realisation per salesman. |
| Overdue Follow-ups | Due activities not yet completed. |
| Deals per Stage | Deal Count and Estimated Value of open deals, per pipeline stage. |
Why The Numbers May Differ
- A salesman with a locked role sees only their own data.
- Stage values count open deals only; won/lost ones are in the New Account Funnel report.
- The same figures exist as the CRM Dashboard report under CRM Reports when a printout is needed.
Menu Location
- CRM & Distribution / CRM Daily Work / Dashboard
/dashboardcrm