Dashboard

Dashboard is the first tab to show you whenever you login. It is like a virtual secretary to everyone who prepares sales report on Key Performance Indicators (KPIs) of yourself and your team.

You can access to real-time, accurate report whenever you click on the Home tab.

Dashboard is the ideal location to check various KPIs such as No. of appointments, contacts, opportunities added in a week.

It tells if you are driving towards your targets which is particularly important for management team.


Related Articles