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CRM Dashboard


Technical name




Required Apps

CRM(crm) Employees (hr)

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This module brings a multipurpose graphical dashboard for CRM Module

Get a quick visual reference over your customer related entities with CRM Dashboard. The module simply turns your data into insights, making the relationship management better and easier. In a single click, the dashboard turns your data into real-time insights like customized charts and reports- be it the Leads, Opportunities, Win/Loss Ratio, Generated Revenue or the Average Deal Size. The module brings forth a multipurpose graphical dashboard for your CRM module, envisioning a deeper and intuitive understanding of your customers and business operations.

Provides all essential tools for delivering real-time information.
Enables employees to quick access their leads, pipeline and all other daily activities for analyzing their customer relations.
Provisions with different views for both employees and managers.
Enables graphical representation for almost all CRM related entities.

Additional information


V11.0, V12.0


CRM Dashboard provides you with all essential tools to deliver real-time information.


All the statistics like Leads, Opportunities, Win/Lose Ratio, Leads generated per period, Assigned/Unassigned Leads, Generated revenue, Average deal size are displayed in Statistics ribbon.



For Managers and Employees, the Activity timeline and graphical representation of sales via Channels, Mediums, Source and Campaign are displayed


Bar graph representing the customer revenue for a period of time is displayed.


The Win/Loss line graph, along with pending activities of the employee are listed. The manager can view the activities of all employees.


The list of recent customers and the pipeline overview are displayed along with sales leaderboard exclusively for managers.





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