Description
CRM Dashboard Ninja
START BUILDING YOUR OWN CRM DASHBOARDS WITH A FEW CLICK
Key Features
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My Opportunity (Tile): Display count of user opportunities.e
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Total Leads (Tile): Display Count of total leads.
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Total Opportunity (Tile): Display Count of total opportunities.
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Total Revanue (Tile): Display sum of total revenue.
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New opportunities (Tile): Display count of new opportunities.
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Won opportunities (Tile): Display count of won opportunities.
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Proposition opportunities (Tile): Display count of proposition opportunities.
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Qualified opportunities (Tile): Display count of Qualified opportunities.
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Salesperson wise Opportunity (Bar Chart)
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Sales team wise Opportunity (Bar chart)
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Stage team wise Opportunity (Bar chart)
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Priority wise opportunity (Pie Chart)
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Revenue Salesperson wise (Pie Chart)
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Opportunity Salesperson and stage wise (Line Chart)
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Campaign wise lead(Line Chart)
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Top 5 probability Opportunity customer wise (Horizontal Bar Chart)
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Opportunity win lose ratio(KPI)
Setup
Installation
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This app is an extension of Dashboard Ninja, so before installing this app makes sure you have installed Dashboard Ninja. After successful installation of Dashboard Ninja, install this app and go to menu “CRM” > CRM Dashboard.
Frequently Asked Question
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Ksolves will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data
recovery) or any type of issues related to this module. This is applicable from the date of
purchase.
Note:
Extensively Tested on CBMS Vanilla with Ubuntu OS
Ksolves Suggested Apps
Ksolves CBMS Services
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CBMS Community Apps
CBMS Support & Maintenance
CBMS Customization
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CBMS Developer Outsourcing
sales@ksolves.com
+91 120-4299799
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