On the Sales Dashboard you can analyze Sales related results.
With the Add widgets button you can personalize your dashboard. You can filter by diagram type and add a widget by hovering with your mouse and clicking Add and have the following options:
| Widget | Explanation |
|---|---|
| Welcome Video | Welcome video of Spotler CRM. |
| Sales Funnel | The Sales Funnel gives a visual representation of your outstanding opportunities and their value. The funnel is divided into the different stages of your sales cycle you have set. Holding your cursor over each section will display the number of opportunities at that stage and their value. |
| To Do List | The To Do List widget lets you create a simple list on your dashboard for tasks that are not related to any dates, accounts, opportunities or cases. It’s useful for non-sales CRM users whose tasks are not date specific or related to any customer accounts. |
| Report Table | You can select a listing report to the widget. If you like to have multiple listing reports in your dashboard, just add a new report table to configure. |
| Custom Chart | Custom Charts are available on the Enterprise plan, letting you can create your own dashboard widgets from your CRM data. This might be a summary of your customer accounts, sales revenue or maybe a custom field you’ve added. Charts are created in a similar way to your CRM reports, with output values displaying as pie charts, line charts, bar charts, gauges, or just a numerical value. |
| Sales | Sales revenue of the last two years and the current year. |
| No of accounts | Number of accounts in your account |
| Leads | This chart shows you how much revenue leads have generated. |
| Company logo | You can add your own logo to the dashboard. |
| Sales Calls by User - Quarter | An overview of calls by user. |
| Accounts Piechart |
You have different types for the accounts Piechart: Hovering over the pie-chart you can see the numbers and content. |
| No of users | Number of users in your account |
| Sales Piechart | Define the Sales information you want to see in a graph. |
| Tasks |
The Tasks widget give you a summary of your outstanding Account Tasks, sorted by the date due and priority: Overdue (red) = overdue means past the due date/time – i.e. today before now, yesterday and earlier (not including todays tasks without a set time) Priority (orange) = Where priority is set to “high” and “really high”, or due for today/overdue (i.e. before now, or today with no time) Today (blue) = this shows any tasks with a date of today (either all day, or time specific) |
| Company reports | You can show company reports in this widget. From this widget you can run reports and you can edit reports. |
| New Accounts By Source | An overview of sources of new accounts. |
| Today's Quote | Inspirational quotes showned on your dashboard. |
| My reports | You can show your own reports in this widget. From this widget you can run reports and you can edit reports. The My Reports widget selects your 5 most recently run reports. |
| Contacts by sector | A pie chart with information about the amount of contacts by sector. |
| Activities by type | The different types and numbers of activities are showned in a pie chart. |
| Opportunity and Forecast Summary | The Opportunity and Forecast Summary widget creates a table on your dashboard, summarising your Opportunities for the month. It show the Opportunities closed, those still in your pipeline and the unweighted and weighted values. As your Opportunities move through your pipeline and you change the status, for example to Won/Closed and 100%, the Opportunity will move to the closed column on the grid. |