The CRM Dashboards are great tools to get a better understanding of your whole Company's operations but to also dive into each of your Customer's spending habits, have them categorised with the RFM and review Customer trends. With the CRM presenting your data in centralised Dashboards, you can focus on using the data to make decisions.

Check out the different Dashboards available below!

Although the Overview Dashboard isn't role specific, it gives all CRM users a top-level insight into key CRM data.

Across the Dashboard, you'll see some key Reports displayed as tiles e.g. Open Opportunities, Open Quotes etc. These can be clicked on to open up the full Report, and the tiles can be configured depending on what information you want to display by using the reports.
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You'll also see your all-important Tasks list, which displays all of your current, overdue and upcoming Tasks. These will be sorted by date and show the Company Type colour for the record alongside it.

Finally, the Recent Activity shows you CRM records you've recently been working on, enabling you to quickly and easily navigate back to them.

The Account Manager Dashboard gives you amazing customer insights that help increase customer retention, happiness and upsell. Plus, it'll help you identify churning customers that need to be reactivated - before you lose them for good!

Learn all about the Account Manager Dashboard in our dedicated article.

Supercharge sales results with the Sales Manager Dashboard! Get a 360° view of team performance, with full visibility of exactly what business is in the pipeline to win.

Learn all about the Sales Manager Dashboard in our dedicated article.

Become a sales hero with the Sales Rep Dashboard! Sell smarter and faster, see where the best opportunities are, and identify deals to focus on to hit those all-important targets!

Learn all about the Sales Rep Dashboard in our dedicated article.

Keep on top of all your Opportunities using the Sales Pipeline Dashboard! Using our Kanban view, you can easily visualise where your Opportunities are in the pipeline. This makes it easy to help identify any pipeline statuses that have become a bottleneck. If you need to move multiple Opportunities into a new Status, you can simply drag and drop them into the required column.

Learn all about our Kanban Reports in our dedicated article.

Make Enquiries easy to manage with our Enquiry Pipeline Dashboard! This dashboard uses our Kanban reporting feature to help you track all your Enquiries. It's really simple to convert Enquiries to Opportunities by just dragging and dropping them into the Converted column too.

Learn all about our Kanban Reports in our dedicated article.

Once you've enabled your Magic Matrix, check out the Magic Matrix Dashboard! This dashboard provides a clear and quick overview of your Magic Matrix data. This highlights a smaller selection of data for you to look over compared to the extensive full view Magic Matrix, plus any related Opportunities and Campaigns.

Learn all about our Magic Matrix Dashboard in our dedicated article.

Please note: you'll need the Magic Matrix enabled to see this Dashboard. Learn about setting up the Magic Matrix in this article.

You can also choose to embed any third party dashboard you like with a simple URL, which will then display in the Dashboard area. For example, if you've created a Power BI Report, you can display this in the CRM!

Note: CRM users who want to display a custom Dashboard using a third-party app like Power BI will need the correct license with the other app.

If you'd like to get a Custom/URL-based Dashboard set up, follow the steps in this article!

Make sure you check out our article here on how to set up and configure your Dashboards before getting stuck in!