CRM Dashboard

The CRM Dashboard delivers real-time business intelligence, executive KPI monitoring, conversion analytics, sales performance rankings, and revenue tracking.

See also

Video Tutorial: Dashboard CRM

Time Filters & Period Comparison

Time Filter

Select predefined ranges (This Month, Last Month, This Quarter, This Year) or set custom date intervals.

Previous Period Comparison

Toggle comparison to evaluate growth trends against previous periods.

Executive KPI Metrics

Revenue KPI Cards

Displays realized and forecasted revenue metrics across individual, team, and company levels.

Signed Contracts Metric

Monitors total contract count and value signed within the filtered cycle.

Win Rate Metric

Measures closing effectiveness:

\[\text{Win Rate (\%)} = \frac{\text{Won Opportunities}}{\text{Total Closed Opportunities (Won + Lost)}} \times 100\%\]

Conversion Rate Metric

Evaluates lead-to-opportunity qualification efficiency:

\[\text{Conversion Rate (\%)} = \frac{\text{Opportunities Created from Leads}}{\text{Total Acquired Leads}} \times 100\%\]

In-Depth Analytical Charts

1. Revenue Tracking Chart

Compares monthly target, forecasted pipeline revenue, and actual collected revenue.

2. Lead Quality Distribution (Scoring)

Classifies pipeline volume across 0-star (Unqualified), 1-star (Cold), 2-star (Warm), and 3-star (Hot) tiers.

3. Revenue by Product Category

Analyzes sales contribution across product lines and service packages.

4. Sales Funnel Analytics

Visualizes stage conversion velocity and identifies bottlenecks from New to Closed Won.

5. Win / Loss Reason Analysis

Identifies primary drivers behind won deals and lost opportunities to improve sales execution.

6. Sales Representative Performance Leaderboard

Ranks sales representatives by leads handled, pipeline count, won deals, signed contract value, and collected cash.

7. Aging Opportunities Watchlist

Flags deals exceeding benchmark stage durations:

• Green: Under 28 days.

• Yellow: 29 to 32 days.

• Orange: 33 to 45 days.

• Red: Over 45 days (Critical escalation).

8. Regional Revenue Distribution

Geographical sales contribution mapped across provinces and economic regions.

9. Lead Acquisition Channels & Source ROI

Evaluates marketing channel effectiveness across Website, Facebook, Google Ads, Events, and Referrals.

\[\text{Channel Conversion Rate (\%)} = \frac{\text{Opportunities from Channel}}{\text{Leads from Channel}} \times 100\%\]

10. Subsidiary SBU Performance & Revenue Contribution

Monitors cross-subsidiary sales targets, cross-SBU shared leads, and total group revenue contributions.

11. Customizing Dashboard Layout (Show/Hide Charts)

Users can personalize their dashboard view by toggling specific charts on or off via the configuration settings menu.