Dashboard Overview

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

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.