Your Dashboard is an overview of your business. This is the first thing that you will see when you log into . It will outline the progress and performance of your business. Here are the potential different parts of your default Dashboard:
Row 1:
● Opportunities: Number of Leads in your Pipeline
● Pipeline Value: All your leads' total worth
● Conversion Rate: Percentage of your ‘WON’ leads/accounts
Row 2:
● Funnel: A visual representation of what stages your opportunities are within your Pipeline
● Stages Distribution: This is a cycle graph of your Pipeline
Row 3:
● Manual Actions: An overview of manual actions
● Tasks: A list of assigned tasks for one or all users within your account.
Row 4:
● Lead Source Report: Here you can see where your leads came from and what their values are.