Opportunities - Accounts

Dashboard:

Dashboard is a term that is widely used to describe an application interface that provides users with quick access to information or common tasks.

In CRM (customer relationship management) the dashboard is used to monitor business performance and CRM data and reports are often shown in the dashboard to provide a quick and easy overview of current business performance using charts, graphs, and maps.

CRM Dashboard:

A CRM dashboard is designed to let users perform some specific actions and tasks. For example, a click from the CRM dashboard could provide you with a detailed report on any lead follow-ups that are scheduled for today.

To view the CRM dashboard and know the status or follow-ups that are scheduled for day, Login to the FiO Application. Home page will be displayed.

Select “CRM” module in Home page.

Once CRM module is selected, CRM home page will be displayed.

The CRM home page will consist of all the CRM related dashboard.

FiO CRM Dashboard consist of the following dashboards:

  • Opportunity Pipeline
  • Activities Dashboard
  • Tickets Dashboard
  • Tickets
  • Activities
  • Opportunities
  • Lead

It also consists of number of Open Tickets, Activities, Events, New Emails.

Related Resources