My Dashboard Widget
Once you double click on the Dashboard Widget, you are introduced to a dashboard which contains a variety of features which allow for easy customization with the capability to add widgets simply by clicking the Add Widgets button on the upper left hand portion of the screen. This allows you to access a 360 view of your business.
SomeAi??of the dashboard features include the following:
Stay on top of the latest developments and steps in the sales process in order to measure how effective the practices are working and to determine how your leads and prospects are moving through the sales funnel data system. This helps to filter out unqualified prospects and keep the sales funnel running efficiently.
The Sales Funnel feature also helps you predict the expected revenue from an Opportunity after Lead conversion.
It can be done by dividing the process in various steps depending upon the probability of conversion of Opportunity from one stage to another.
You can filter your Opportunity according to Opportunity status:
- Needs Analysis
- Successfully Closed
Use the Activity Center widget to easily view daily, weekly, and monthly tasks.
Only company will support all kind of customization's to fit-in your business sales process