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Dashboard

The Dashboard provides a quick overview of daily activities, performance, and important tasks. It helps users monitor their work, track leads, and manage team activities efficiently.

Available sections​

  • Presence / Attendance: Track check-in, check-out, login sessions, and break activity.
  • Workspace: Access leads based on the logged-in user's role and reporting structure.
  • KPI Count: View lead counts by key business stages.
  • My Tasks & Follow-ups: Review pending tasks and scheduled follow-ups.
  • My Leads: Quickly open leads owned or managed by the current user.
  • Product-wise Sales: Analyze lead distribution across products in chart form.
  • Target: Track the assigned target and current achievement for the logged-in user.
  • Team Monitoring: View the live availability status of team members.
  • Enquiries Count: Monitor enquiry count and enquiry status by user, team, or organization.