What is dashboard in CRM?

What is dashboard in CRM?

A CRM dashboard gives your employees a snapshot of the metrics that matter most. A CRM dashboard provides a broad overview of sales activity and KPIs. A CRM dashboard typically includes new leads and deals, sales pipelines, KPIs, and recent and upcoming activities.

What are the common types of dashboards in CRM?

There are three types of dashboards mainly used in the market, and they are:

  • A) Operational Dashboard. This dashboard is designed to provide users with real-time information about the company’s daily operation.
  • B) Analytical Dashboard.
  • C) Strategic Dashboard.

How do I change the default dashboard in CRM?

To change the default dashboard, a user can go to the Settings icon on the top right, and select Options: On the General tab, you will see the Default Pane, and the Default Tab: When these two options are set to default, as in above, we will see default dashboards.

How do I create a CRM dashboard?

Create a new dashboard

  1. Open solution explorer, and then select Components > Dashboards.
  2. Select New, choose a layout, and then select Create.
  3. In the Dashboard: New dialog box enter a name for the dashboard.
  4. Select one of the component areas and then select the icon for a chart or a list.

What is a dashboard?

The definition of dashboard A dashboard is a visual display of all of your data. While it can be used in all kinds of different ways, its primary intention is to provide information at-a-glance, such as KPIs. A dashboard usually sits on its own page and receives information from a linked database.

Why do we need dashboards?

Dashboards are vital for better decision making They can be dynamic and interactive, allowing you to use filters to view the data that best suits your needs. Dashboards gather data from multiple sources and systems and combine them into a single interface for a detailed overview of the business.

What is the main purpose of dashboard?

A dashboard is a visual display of all of your data. While it can be used in all kinds of different ways, its primary intention is to provide information at-a-glance, such as KPIs. A dashboard usually sits on its own page and receives information from a linked database.

How do I change my dashboard in Salesforce?

If your Home tab contains a dashboard snapshot, you can change the dashboard….

  1. Click Customize Page in the Dashboard section of the Home tab.
  2. Search for a dashboard and select a different dashboard from the drop-down list.
  3. Click Refresh to refresh the data in your dashboard.