In this article, I’ll help you learn how to understand and use your CRM's Dashboard area.
Let's start at the top.
In the upper right corner, you'll notice 3 buttons that are always visible, no matter what area of the CRM you're in.
Click the first button to open a dialer window you can use to easily make phone calls.
To start the call, enter the number you'd like to dial.
If you have multiple phone numbers connected to your platform, the Call from dropdown allows you to choose which number you'd like to use for the call.
Click Call and the call will start.
When you click the second button, it will bring up a list of your recent conversations. You can click a conversation on the list to go directly to that conversation page.
The last button in the top right corner will let you sign out of your CRM account.
Now, let's look at the information you'll find on your Dashboard.
The first section is Opportunities and it shows you the number of contacts that are in your opportunities pipeline. In this example, the 93 means that there are 93 individual contacts at various stages of a pipeline.
Below the total number, you'll see Closed, Open, and Lost:
Closed indicates the opportunities that were sold.
Open means the opportunities that are currently in progress.
Lost shows you the number of opportunities that are no longer considered active.
By default, the Opportunities section shows you the data for the lifetime of your account. You can click the date range to change the data being viewed.
This opens a calendar. Select one of the options on the left side for quick access to commonly used date presets, or click directly on the calendar to enter a manual date range by selecting the starting and ending dates The applicable range will then be highlighted.
Click the checkmark to return the relevant data. The dashboard will now show you all data for the selected date range.
Keep in mind that when you change the date range on the top of any Dashboard section, it will apply to the entire page.
In the next section, you have Pipeline Value. The larger number is the total cash value of your opportunities. This is segmented into values for Closed, Open, and Lost leads.
The next box to the right is your Conversion Rate. This rate is simply your number of closed leads divided by the total number of leads.
Moving further down the Dashboard page, the next box is your Funnel - a visual representation of how many leads you have in each pipeline stage.
When you hover your mouse over a section of the funnel, a tip box will appear to show you the number of leads currently at that stage.
Remember that these numbers are cumulative. In this example, there are 196 total leads, with 26 of those leads in the Conversation stage. And 12 of the 26 have progressed to the Appointment Set stage.
If you have more than 1 pipeline, you can choose the pipeline you want to view by selecting it from the dropdown menu at the top of the Funnel box.
To the right of the funnel, you'll find a pie chart detailing the distribution of your leads across stages.
Now, let's scroll down.
Below the Funnel, you’ll find the Manual Actions and Tasks. If you are an admin user, you can see all the tasks assigned to different users.
You can also select a user to check their tasks. The tasks can also be filtered according to pending or completed status and by due date.
The next box you'll find on your Dashboard is the Lead Source Report. This section shows you where your leads are coming from.
In this example, leads are being generated from Form Lead and another form. As you can see, the Form Lead has generated 1 lead. No value has been assigned to the lead, so the total cash value is zero.
These leads are further segmented. In our example, there is 1 open lead, 0 won, and 0 lost. The report also gives you a conversion rate for each of your individual lead sources.
Your CRM's Dashboard is a powerful way to track your opportunities and lead progression over time.