CRM Dashboard provides administrators with an overview of CRM performance including sales metrics, lead pipeline status, and team activity summaries.
Overview
The dashboard provides a real-time view of CRM operations. Administrators can see key metrics, track performance trends, and quickly access detailed reports.
How to Access
- Step 1: Log in as administrator
- Step 2: Navigate to CRM in the admin menu
- Step 3: Click on Dashboard
Prerequisites
- Administrator access required
Features
- View sales pipeline overview
- Track lead conversion rates
- Monitor team performance
- Access quick links to detailed reports
- View real-time activity feeds
Quick Reference
| Route | admin.crm.dashboard |
| Permission | admin_only |
| Category | CRM & Business Tools |