- Financial Insights: Real-time tracking of revenue, expenses, and trends for strategic planning.
- Task Management: Streamlined follow-up tracking ensures timely client interactions.
- Employee Leave Overview: Easy monitoring of leave requests, statuses, and approvals.
- Lead Analytics: Visual breakdown of lead sources and sales funnel performance.
- Interactive Charts: Intuitive graphs and data visualization for quick decision-making.
This dashboard offers a centralized, efficient way to monitor and manage critical business metrics.
Articles
- Dashboard Overview
- About Dashboard
- What do the financial amounts for represent, and how are they calculated?
- How can I drill down into specific financial data to understand individual transactions?
- What is the purpose of the “Upcoming Follow-Ups” section?
- How is user leave data organized, and what does the status column indicate?
- How are leads categorized in the “Leads by Source” chart?
- How can we track the conversion rate for each lead source?
- Can we customize the stages in the sales funnel?
- What does the sales funnel represent?
- Can I export the data from the dashboard?