Dashboard Overview

The Dashboard screen provides a centralized view of CRM activities, lead analytics, audience engagement, and communication reports in a single place. It helps users monitor overall business performance, analyze lead sources, track customer interactions, and make data-driven decisions using graphical reports and analytics.

Screen-Dashboard

Purpose of Dashboard

Monitor total leads and customer activities
Track lead progress and communication status
Analyze lead generation sources
View audience verification and engagement details
Monitor daily interaction and report trends
Analyze message delivery and sender activity
Track ticket and follow-up status
Access different CRM modules from a single screen
Improve customer engagement and business performance through analytics

Navigate Dashboard

After successful login → Click on the CRM logo available on the Universal Toolbar at the top-left corner of the screen → The system redirects the user to the CRM Dashboard screen.Since the CRM logo is available on the Universal Toolbar, users can easily navigate to the Dashboard from any module within the application.

Screen-Logo to Navigate Dashboard

Screen Sections

The Dashboard screen is divided into the following sections. The detailed explanation of each section is provided separately in the upcoming sections of this document.

Lead Summary Section
Displays overall lead statistics, customer count, forms, users, and lead status summary.
Source & Verified Audience Analytics Section
Displays lead generation sources and verified audience analytics using graphical charts.
Daily Interaction Analytics Section
Displays daily communication trends, sender activity, report count, and message status analytics.
Ticket & Communication Channel Analytics Section
Displays ticket status distribution and communication channel-wise ticket analytics.

The detailed description and functionality of each section are explained separately