The CRM Dashboard aims to synthesize business information, emphasizing numbers such as values or number of notes.
When accessing the Dashboard, we can filter the information by reference month.
The Estimated Closing graph is displayed, based on the thermometer in our opportunity portfolio.
The Sales Funnel graph deals with the separation of values by the steps informed in the negotiations based on our Sales Funnel.
The Events Inserted graph measures the number of actions that are taken with prospects, being great for assessing the demand requested by employees.
The Prospects by Responsible chart measures the activity of employees creating new prospects.
The Prospects by Company chart displays the quantity and by what classification these prospects were created.
In the list of employees, we have store performance indicators, these indicators are Inserted Events, Inserted Commitments, Inserted Prospects, Converted Opportunities, Missed Opportunities, Opportunities in Progress, and Sales in Progress, both opportunities and negotiations. All of these indicators when clicked show which records they refer to.
In the Goals field, the goals achieved by the employees up to the present moment are displayed.
And to conclude, the Facilities graphs are displayed that show the status of the facilities.