Help Center

Go to Aesthetix CRM

All collectionsDashboardBuilding DashboardsOverview of Your CRM Dashboard

Overview of Your CRM Dashboard

Dive into the heart of your CRM with this comprehensive guide to understanding your dashboard. Learn how to navigate and interpret the key metrics and visualizations displayed on your dashboard, empowering you to gain valuable insights into your business performance. This article provides clear explanations of the various components of the dashboard, from sales pipelines to customer engagement metrics, enabling you to make informed decisions and drive success. Whether you're monitoring sales trends or tracking marketing campaigns, mastering your CRM dashboard ensures you stay informed and ahead of the curve.

1. Begin by clicking on the dashboard

1 To commence, click here.

2. Next, view the Opportunity Status

2 Upload

3. Now, take a look at the Opportunity Value

3 Once that's done, click here.

4. Moving on, load the Conversion Rate

4 Click on the element.

5. Then, access the Lead Source Report

5 Click on the element.

6. Subsequently, review the Funnel details

6 Next up, click on the element.

7. At this step, examine the Stage Distribution

7 Now, click on the element.

8. Moving forward, check out the Tasks status

8 Click on "Pending".

9. Next, pull up Google Analytics Report

9 Click on the element.

10. Subsequently, gain insights from Google Business Profile

10 Following that, click on "(Last 30 Days)".

11. Then, check the Facebook Ads Report

11 Next, click here.

12. Lastly, take a look at the Google Ads Report

12 Next, click here.

Did this answer your question?

😞

😐

😁

Terms & Conditions Privacy Policy

Overview of Your CRM Dashboard | Aesthetix CRM