CRM Dashboard
A summary of open deals per stage. Supervisors open the day with it before moving into the detailed reports.
How To Use It
- See the spread of deals per stage at a glance; to move a deal, use the Pipeline Board.
- If every number is zero, the pipeline stages are probably empty — open the Pipeline Stage form and press the seed button.
Menu Location
- CRM & Distribution / CRM Reports / CRM Dashboard
/report/crmdashboard