What do the financial amounts for represent, and how are they calculated?
The financial amounts represent the total revenue or expenses for the current financial year. They are calculated based on data inputted into the system, categorized by various sources or departments.
How can I drill down into specific financial data to understand individual transactions?
For more specific financial data reporting you can go to Reporting Module, Dashboard provides a quick overview of current financial year transactions, including amounts, categories etc.
What is the purpose of the “Upcoming Follow-Ups” section?
This section helps sales person to quickly view current sales followups for the leads they have access to; ensuring timely communication and better relationship management.
How is user leave data organized, and what does the status column indicate?
User leave data is organized by name, leave type, dates, and status. The status column indicates whether the leave is approved, pending, or rejected. On click you will be redirected to detailed view of the leave from where you can view or edit the leave based on your roles & permission.
How are leads categorized in the “Leads by Source” chart?
Leads are categorized by their source, such as social media, email campaigns, referrals, or other channels. This chart represent total number of recieved in total count or percentage to give you quick report about from where leads are being recieved mainly.
How can we track the conversion rate for each lead source?
By analyzing the sales funnel, which links leads from different sources to their eventual outcomes (e.g., Won, Requirement Gathering, Quotation submitted, follow-ups). This represents all the leads current stage and expected revenue based on the data entered from CRM module.
What does the sales funnel represent?
The sales funnel shows the progression of leads through different stages of the sales process, from initial contact to final conversion.This funnel consist of leads from Prospect & Opportunity both modules.
What is the purpose of the Announcements in dashboard?
The Announcements module displays short, time-bound messages (maximum 160 characters) to all users on the dashboard. It serves as a centralized communication channel for important updates, reminders, and celebrations. All authenticated users with dashboard access will see active announcements based on their permissions and the announcement visibility settings.
Can I export the data from the dashboard?
Yes, the data can be exported in PDF, CSV and SVG for further analysis.
