Sales & CRM Dashboards
Sales Dashboard, Quotations Dashboard, CRM Dashboard, Leads & Pipeline and Customer Analysis.
Used bySales MgrCSR
These dashboards give the sales team a live picture. Each has a company selector and period buttons (This Month / Quarter / Year) where relevant, and every figure links through to the underlying list.
| Dashboard | Menu | Shown to |
|---|---|---|
| Sales Dashboard | Sales → Sales Dashboard | Sales Manager, CSR, Finance Manager |
| Quotations Dashboard | Sales → Quotations Dashboard | Sales Manager, CSR |
| CRM Dashboard | CRM → CRM Dashboard | Sales Manager, CSR |
| Leads & Pipeline | CRM → Leads & Pipeline | Sales Manager, CSR |
| Customer Analysis | CRM → Customer Analysis | Sales Manager, CSR |
Sales Dashboard
Quotations Dashboard
Quotation counts and values by workflow state, conversion and ageing — use it in weekly sales meetings to chase Pending Approval and Need Improvements.
CRM Dashboard
Leads & Pipeline
Customer Analysis
Last updated October 16, 2026