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.

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1. Begin by clicking on the dashboard

2. Next, view the Opportunity Status

3. Now, take a look at the Opportunity Value

4. Moving on, load the Conversion Rate

5. Then, access the Lead Source Report

6. Subsequently, review the Funnel details

7. At this step, examine the Stage Distribution

8. Moving forward, check out the Tasks status

9. Next, pull up Google Analytics Report

10. Subsequently, gain insights from Google Business Profile

11. Then, check the Facebook Ads Report

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

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