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Creating your Dashboard

Read this article to know how you can get all the data in one place and ease your job by creating and using dashboards.
R
Ruba
22 Dec, 2020 - Updated 1 year ago
Table of Contents

 Introduction

 

Want to track your productivity and identify leading and lagging indicators for your sales goals?

Finding it hard to monitor a team member’s performance? 

Want to get insights into your team’s performance in nothing more than a glance?

 

Worry not, sales dashboard to the rescue! 

 

Vtiger’s sales dashboard - it is flexible. The dashboard provides different views for sales reps and sales managers. 

 

With our sales dashboard, you can track individual and team productivity easily and also view different sales metrics like top open deals, closed deals, and activity count.

Additionally, sales managers can track team performance using leaderboard widgets. 

 

‘How are dashboards different for sales reps and sales managers’, you ask?

As a Sales Rep, you can get real-time status of your pipeline and a comparison of your work as opposed to your counterparts’ or your progress in contrast with your goals – all with My Sales Dashboard! You can also see My Dashboard and add widgets to it, which gives easy access to records relevant to you.

 

As a Sales Manager or the VP of Sales, you can view Sales Leaderboard, My Sales Dashboard, and My Dashboard under the Dashboard tab. Sales Leaderboard displays key metrics related to your team. You can monitor your team’s progress, identify top performers, and get other insights on your team. 

 

Note: You can see Sales Leaderboard and My Sales Dashboard when you have subordinate users reporting to you.

 

To summarize, the sales dashboard helps you zoom in on areas that require your attention and act on them.

 

Handy deets: Customize your dashboard

You can move your reports and lists around with a drag-and-drop. You can also resize dashboard widgets by dragging the Resize icon.

Feature Availability

 

Sales Starter

Sales Professional

Sales Enterprise

All-in-One Professional

All-in-One Enterprise

Feature Availability

Built-in sales intelligence dashboards

 

 

 

 

 

Customizable dashboards

 

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Note: Customizable dashboards are also available in Help Desk Starter and Help Desk Professional. 

Default Dashboards 

Let us first learn how to navigate to the Dashboard page.

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Click Dashboard.
 

Vtiger CRM provides two default dashboards:

  1. My Sales Dashboard
  2. Sales Leaderboard

My Sales Dashboard

My Sales Dashboard displays data related to your deals and activities. It has 12 widgets by default. Hovering on the Tooltip icon on a widget displays a brief description of the widget. 

 

Note: Data displayed in the widgets is based on the filters you have applied in Filters. Skip to this section to learn more about filters. 


 
 

Widget Name

Description

Deal win rate

Percentage of open deals that were won (marked as ‘Closed Won’) by you, along with the name of the sales rep with the highest percentage

Follow-ups per Lead

Average number of follow-ups done by you on contacts in Sales Qualified stage, along with the name of the sales rep with the highest number of follow-ups

Lead First follow-up time

Average number of hours you took to send the first response to a contact in Sales Qualified stage, along with the name of the sales rep with the best first response time

Average sales cycle

The average time taken to close all the deals, in the selected period

Leads funnel

Number of contacts assigned to you with contact type in the leads funnel 

Deals created

Number of deals created in the selected period

Weighted revenue of deals

Sum of weighted revenues of all your deals open in the selected period

Product sales

Top deals along with products sold during the selected period

Sales funnel

Number of deals in each sales stage of the selected pipeline, in the selected period

Closed sales

Number of deals closed in the selected period

Average sale value

Average deal amount for deals closed in the selected period

Activity daily count for this month

Count of activities performed by the sales team on a daily basis in the selected period 

 

Sales Leaderboard

Sales Leaderboard has five default widgets. Refer to the following table to learn about the default widgets.

 

Widget Name

Description

Sales leaderboard

Top 10 performers sorted by the number of deals they closed during the selected period

Top product sales

Top 10 products sold during the selected period

Top Lost Deals

Top 10 deals lost during the selected period

Top deals of the month

Top 10 deals closed in the selected period, sorted by deal amount

Top reps by activities completed

Names of the top 10 sales rep, sorted by the number of activities (events and tasks) they completed in the selected period

Win Loss Ratio

Percentage of deals won and deal lost over the selected period

Top reps by win percentage

Name of the sales rep with the highest win percentage

Lead conversion by Source

Conversion percentage of leads created during the specified period for each lead source

Lead conversion by Owner

Conversion percentage of leads assigned during the specified period to different owners



 

Note: The charts ‘Lead conversion by Source’ and ‘Lead conversion by Owner’ may not be visible if the Leads module is disabled. Go to Settings > Module Management > Modules to enable Leads.

  

Creating a Dashboard

Apart from the default dashboard that you see when you log in to your Vtiger account, you can create other dashboards to see data customized to your needs. 

 Follow these steps to create a dashboard:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Click Dashboard.
  5. Click the drop-down on the to left.
  6. Click the + button.
  7. Enter the dashboard name and the users with whom you want to share the dashboard.
  8. Click Next.
  9. Choose the type of widget you want to add to your dashboard. You can add Standard Widgets, Mini List, pin a chart from reports, and add notes.
 

After you add widgets, you can see them on your dashboard. You can customize your dashboard further by rearranging or resizing the widgets.

Adding widgets to a dashboard

You can add four types of widgets to your dashboard – Standard Widgets, Mini List, Pin Chart, and Notepad. Read further to learn how.

  1. Adding a standard widget

Standard widgets are pre-built widgets that pull and display data automatically for you. For example, the History widget gives you a summary of your actions – when you create, update, or delete something on Vtiger. 

 

Timesaver: You can add new widgets on-the-go by using the +Add widget button.

 

Follow these steps to add a Standard Widget:

  1. Log in to your CRM account.
  2. Click +Add Widget.
  3. Click Standard Widgets
  4. Select the widgets you want to display on the dashboard by clicking on them.
  5. Click Add Widgets.

  1. Add a mini list

You can create a mini list using records from any module in Vtiger CRM. For instance, as a sales rep, you can create a list of all the deals that you are working on or a list of all the events that you are a part of.

 

Follow these steps to add a Mini List to your dashboard:

  1. Log in to your CRM account.
  2. Click +Add Widget.
  3. Click Mini List
  4. Select the following information to create the list:
  1. Select a module.
  2. Select a list.
  3. Select the fields you want to add (maximum six).
  1. Click Add.
 
  1. Adding a custom chart

You can add a chart that you have created in the Reports module to your dashboard. 

 

Follow these steps to add a chart to the dashboard:

  1. Log in to your CRM account.
  2. Click +Add Widget.
  3. Click Pin Chart.
  4. Select a folder.
  5. Select a report.
  6. Click Add.

You can also pin charts to your from Reports. To learn more about reports in Vtiger CRM, click here.

 
  1. Adding a notepad

Make quick notes for yourself with Vtiger’s Notepad widget. Notebook content can have plain text and clickable URLs. 

 

Follow these steps to add a notepad:

  1. Log in to your CRM account.
  2. Click +Add Widget.
  3. Click Notes
  4. Enter the Title and Notepad Content.
  5. Click Add.
After creating a notepad, you can edit its content by clicking the Edit icon.

Actions Possible on a Dashboard Widget

Here are the actions you can perform on a widget:

 

Action

Description

Refresh

Click to refresh widget data

Full Screen

Click to display widget data in full screen

Print

Click to print widget data

Save as Image

Click to save widget data as an image in png format

Resize

Click to resize widget by specifying the number of rows and columns

Filters

Click to apply a filter to widget

Remove

Click to remove widget from the dashboard



 

Note: 

  • Save as Image option is available only for widgets that display graphical data.
  • Edit option is only available for the Notepad widget.

Actions Possible on a Dashboard

You can perform the following actions on a default dashboard by clicking the More icon displayed beside the dashboard drop-down:

  • Duplicate - Using this option, you can create a separate dashboard with the same dashboard content and share it with other users. You must change the dashboard name to duplicate it.
  • Save as Image -With this, you can save or download a dashboard to your local computer as an image in png format.
  • Print Dashboard - This option allows you to print the entire dashboard.
  • Project to Display - Using this option, you can display a dashboard in full screen on your computer.
  • Set as Default - Set a dashboard as default by using this option. The default dashboard is displayed whenever you go to the Dashboard page.
 

What can you do with a custom dashboard

In addition to the actions mentioned above, you can perform the following actions on a custom dashboard:

  • Edit - Use this option to change the dashboard name or edit access permissions of a custom dashboard.
  • Share - This option allows you to share a custom dashboard with other users.
  • Delete - Using this option, you can delete a custom dashboard.


 

Note: You cannot edit, share, or delete a default dashboard.

 

Dashboard Filters

  • Filtering data by pipeline: Select the drop-down beside the date range shown on the top of the dashboard. You can choose the data 
 
  • Filter data by time: You can filter dashboard data by clicking the date range displayed on the top. For instance, the dashboard widgets will display deal-related data only for the previous month if you select ‘Last Month’ in the filter.
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