CRM: dashboard for Calendar, Opportunity, Reports page
Creating a comprehensive CRM dashboard that effectively caters to the Calendar, Opportunity, and Reports functionalities is essential for enhancing business management and decision-making.
The calendar section of the CRM dashboard is designed to streamline scheduling and time management. Users can benefit from a monthly overview, easily identifying key events, appointments, and deadlines.
Focused on sales management, the opportunity section provides a visual representation of the sales pipeline, detailing stages such as lead, opportunity, negotiation, closed-won, and closed-lost. Users can efficiently manage their opportunities through a well-organized list that includes essential details like lead source, potential revenue, and closing date.
The reports section is geared towards data-driven insights and analysis. Users can create custom reports tailored to their specific needs, selecting relevant data fields, filters, and date ranges.
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