As soon as you log into the system, your Dashboard will appear, providing an overview of your business’s progress and performance. It encompasses several components, which may include the following by default:
- Opportunities: Number of Leads in your Pipeline
- Pipeline Value: All your leads’ total worth
- Conversion Rate: Percentage of your ‘WON’ leads/accounts
- Funnel: A visual representation of what stages your opportunities are within your Pipeline
- Stages Distribution: This is a cycle graph of your Pipeline
- Manual Actions: An overview of manual actions
- Tasks: A list of assigned tasks for one or all users within your account.
- Lead Source Report: This is the section where you can review the origin and value of your leads.