Dashboard

A dashboard is a graphical user interface that visualizes important CRM data and key performance indicators (KPIs) at a glance, providing a quick overview of sales, marketing, or customer service. It serves as a central "control panel" to summarize complex information, identify trends, and make informed decisions by displaying data from various sources interactively and in real-time.

Functions

• Data Visualization: Instead of raw numbers, a dashboard displays data in clear charts, graphs, and tables, which facilitates understanding.
• Central Overview: All relevant information from various areas of CRM, such as sales activities, leads, customer interactions, or the sales pipeline, is bundled in one place.
• Real-time Insights: Dashboards provide up-to-date information to show what is currently happening and enable a quick response to changes.
• Interactivity: Users can click on the displayed data to get more detailed information (drill-down) or set filters to customize the data for their specific needs.
• Performance Monitoring: Sales teams can monitor their pipeline, analyze the performance of individual agents, and track trends in revenue or customer activity.
• Decision Making: By clearly displaying KPIs, managers can quickly identify areas requiring action and make informed decisions.
• Improved Information Flow: Dashboards promote collaboration by facilitating the flow of information between departments and ensuring that all relevant teams are informed about key developments.