The Dashboard
Show Dashboard Reports According To
- Created At: Shows reports based on the date the record was created.
- Taking Place: Shows reports based on the date the event or action is scheduled to occur.
Daily Report
| Term | Description |
|---|---|
| New Leads | Number of new leads added today. |
| Fresh Leads | Leads that are new and have not been processed yet. |
| Interesting | Leads marked as interesting or promising. |
| Reservation | Leads that have made a reservation. |
| Coming-Visit | Leads scheduled for a visit. |
| Meeting | Leads scheduled for a meeting. |
| Not-Interested | Leads marked as not interested. |
| Following | Leads that are being followed up. |
| Done-deal | Leads that have been successfully closed (deal completed). |
| Cancelled | Leads or deals that have been cancelled. |
| Pending | Leads or actions that are still pending. |
| Unreachable | Leads that could not be contacted. |
| Wejha Database | Leads imported from the Wejha database. |
Click on the dashboard image to enlarge it for better visibility.
Other Dashboard Sections
- Requests per Month graph: Visualizes the number of requests you receive each month, helping you track trends and seasonality.
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- Your Targets: Shows your sales or activity targets and your progress towards achieving them.
- Star Of The State: Displays all statuses you have set for your leads, giving you a quick overview of your pipeline.
- Monthly Report: Provides a detailed monthly report for the last month so you can monitor your performance and results.
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- Requests per Country: An interactive map showing the volume of requests from each country, helping you identify your strongest markets.
- Requests Comes in Hours: Shows the distribution of requests by hour of the day. This helps you analyze customer behavior, know when clients are most responsive, and optimize your work schedule for better results and success.
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- Salesmen Delays: A management report that tracks the performance and delays of each salesman, allowing management to monitor and improve team efficiency.
These sections help you analyze your performance, understand your market, and improve your results for greater business and personal success.