The Dashboard displayed in the CRM module includes additional dashlets that highlight important sales cycle concerns.
Note: If you are a Manager and have employees reporting to you, the CRM Dashboard rolls up all the values for you and your employees. If you do not have anyone reporting to you, the CRM Dashboard only displays your values.
Specialized dashlets provided by the CRM > Dashboard include:
Pipeline - The dollar value of opportunities in the system:
Pipeline value - The value of all opportunities equal to or greater than the Pipeline Factor set in Admin > My Company > CRM > Opportunities. Click View Details.
Total Value - All opportunities in the system regardless of the Pipeline Factor, meaning any opportunity with a percent between 0% and 99%. Click View Details.
Opportunity Amount Value by Lead Source - A chart of the opportunities grouped by lead source. Hover the cursor over any color to display its dollar value. Filter the chart by This Month, This Quarter, This Year.
Opportunity Pipeline Value - A chart of of the pipeline value. Filter the chart by This Month, This Quarter, This Year.
Opportunities Converted to Projects - A chart of the number of opportunities converted to projects.
Opportunity Performance - An opportunity performance table by sales representative. The Probability is the average for all opportunities for the selected period: This Month, This Quarter, This Year. Provides the value of opportunities Won, Lost and Open.
See Dashboard (Home) for a description of general purpose dashlets that also display on this page.
