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.