The CRM Dashboard is a tab on the Dashboard home screen, not a screen under Sales › CRM. It charts your activities, rental quotes and accounts month by month, so you can see sales activity and quote conversion at a glance.
Overview
Open Dashboard (the home screen) and pick the CRM Dashboard tab. The Sales › CRM menu opens the screen where you work with accounts and activities; the charts are here.
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Four header figures: Overdue Activities, Overdue Quotes, Total Quotes and Total Contracts.
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Four charts: Activities by …, Quotes by …, Accounts by … and Lost Quotes by …, where … is your Group By choice.
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Everything is a count of records - there are no dollar values on this tab. For quote value, see the Lost Rental Quote Chart.
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The charts cover up to the last 12 months.
Before You Begin
Here's what you need to see this tab.
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Requirement |
Where to Find It |
|---|---|
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CRM Dashboard Charts permission |
Security › Configuration › Permission Groups, Sales module |
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Rental Quote and Rental Contract screen permissions, for the quote and contract figures |
Security › Configuration › Permission Groups |
The separate CRM tab (permission CRM Dashboard) lists overdue, upcoming and recently completed activities and the accounts converted this month as tables.
Using the CRM Dashboard
Step 1 - Open the tab and set the filters
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Branch, Sales Rep and Customer - narrow every chart.
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Date Range - defaults to the last 12 months, including this one. Quotes and accounts are placed by the month they were created; activities by the month they're due. Data older than 12 months isn't charted even if you pick an earlier date.
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Group By - Type (the default), Branch, Sales Rep or Status.
Click Update.
Step 2 - Read the header figures
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Overdue Activities - activities created in the date range that are Not Started or In Progress and past their due date.
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Overdue Quotes - quotes created in the date range that are Open, Quoted or Lost and whose start date has passed.
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Total Quotes - every quote created in the date range, whatever its status.
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Total Contracts - rental contracts for the selected branches and customers.
Step 3 - Read the charts
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Activities by … - activities by due month. Type is the activity type.
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Quotes by … - quotes by the month they were created. Type is the quote's lead source.
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Accounts by … - customers and prospects by the month they were created. Type is Customer or Prospect.
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Lost Quotes by … - a doughnut of quotes marked Lost in the period. Type is the lost reason.
Group By Status - Quote Conversion (Created, Converted, Lost and Open)
Set Group By to Status to see how your quotes are converting. Quotes by Status splits each month's quotes by where they are now:
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Created - the whole bar. Every quote created that month, whatever happened to it. Total Quotes gives the figure for the whole range.
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Converted - quotes that have been converted into a rental contract. A quote has to be Won or Customer Approved before it can be converted.
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Lost - quotes marked lost using a reason whose type is Lost. (A reason of type Cancellation marks the quote Cancelled instead.)
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Open and Quoted - quotes still in play.
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Won, Customer Approved and Cancelled appear as their own segments.
Each quote stays in the month it was created, so a quote raised in March and converted in May counts as converted in March. The tab doesn't calculate a conversion rate: download Quotes by Status and divide Converted by the total for each month to get one.
Downloading the Data
Each bar chart has a Download Chart Data icon that saves a CSV named after the chart (for example Quotes by Status.csv): one row per group and one column per month. The Lost Quotes doughnut has no download. Use the bookmark icon (Saved Filters) to save a filter set for next time.
FAQs
Watch the Demo
Prefer to watch it? Step through the same screen here.