Dashboard Overview

The Dashboard section provides a customizable workspace where users can create and manage visual dashboards tailored to their sales and marketing activities.

The user's Dashboard is the initial view users are presented once logged into the Dewesoft CRM. Additionally, users can navigate to their Dashboard view at any time by clicking the Dashboard link in the main menu.

Within this section, users can:

• Set up multiple dashboards for different roles or objectives.

• Add and configure statistical widgets that display real-time data on:

   

  • Sales performance

  • Revenue targets

  • Lead generation

  • Marketing campaign metrics

  • Other key sales and marketing indicators

   

Dashboards offer a centralized view of critical business insights, helping teams monitor progress, identify trends, and make data-driven decisions efficiently.

Users can rearrange widgets, apply filters, and save personalized views to stay focused on the metrics that matter most to them.