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 Introduction

  

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 into your team. 

 

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

 

Feature Availability

 

 

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. 

You have the option to either keep the dashboard as your default screen or remove it by disabling the Set as Default feature.

  

Sales Leaderboard

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

 

 

  

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. 

   

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.

2. 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).

5. Click Add.

 

3. 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.

4. 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.

Actions Possible on a Dashboard Widget

Here are the actions you can perform on a 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. The name of the CRM user who shared it with you will appear in the Shared by user name field of a shared dashboard.  
• Delete - Using this option, you can delete a custom 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.

Dashboard Widget Filters

• Filtering data by Groups: Groups are added in the Users list. When they select a group in the widgets filter, the data of only reporting users present as group member will be considered.

AI Widgets in Vtiger CRM