Sales Dashboard & Leaderboard

Read this article to know how you can get all the data in one place and ease your job by creating and using dashboards.

• My Sales Dashboard
• Sales Leaderboard

My Sales Dashboard

My Sales Dashboard displays data related to your deals and activities. It has 12 widgets by default. Hovering over 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.
Note: Data displayed in the widgets is based on the filters you have applied in Filters. Skip to this section to learn more about the filter.


 

Sales Leaderboard

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

Widgets on the Dashboard

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

• 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. You can add new widgets on the go by using the +Add widget button.
• 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.
• Custom Chart: You can add a chart that you have created in the Reports module to your dashboard. You can also pin charts to your dashboard from Reports. 
• Notepad: Add the Notebook widget to take quick notes. Notebook content can contain plain text and clickable URLs. After creating a notepad, you can edit its content by clicking the Edit icon.
• Pivot Report Widget: You can create custom Pivot reports with charts and key metrics and pin them directly to the Dashboard.
  • Example: You can use this widget to track your team’s performance at a glance through pinned reports.
  • The Pivot Report widget on the Dashboard gives you these options:
    • Scroll horizontally and vertically to view all records.
    • Expand or collapse rows and columns to adjust the data view.
    • Open a pop-up window to preview or modify the report content.

Benefits

The benefits of using Vtigers Dashboards are:

• Dashboards for sales reps
  • 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.
• Dashboards for sales managers
  • As a sales manager, you can view Sales Leaderboard, My Sales Dashboard, and My Dashboard. The Sales Leaderboard displays key metrics related to your team. You can track team performance using leaderboard widgets. 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.
  • Note: You can see the Sales Leaderboard and My Sales Dashboard when you have subordinate users reporting to you.

Navigating to the Dashboard

Follow these steps to go to the Dashboard page:

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

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 the CRM. 
2. Click the main Menu.
3. Go to Sales.
4. Go to Analytics.
5. Click Sales Dashboard. The Dashboard page opens,
6. Click the Sales Leaderboard drop-down on the left.
7. Click the + button. The Create New Dashboard window opens.
8. Enter or select the following information:
   1. Dashboard Name: Enter a name for the Dashboard.
   2. Share with: Select the name(s) of the users with whom you want to share the dashboard.
9. Click Next.
10. Choose the type of widget you want to add to your dashboard from the following - 
    1. Standard Widgets
       1. Click Standard Widgets. The pop-up displays available widgets.
       2. Select the widgets you want to display on the dashboard by clicking on them.
       3. Click Add Widgets.
    2. Mini List
       1. Click Mini List. 
       2. Select the following information to create the list:
          1. Module: Select the module
          2. Select List: Select an existing list from the Mine option or a Shared list option.
          3. Select Field: Select the field that you want to add to the list. (Note: A maximum of six fields.)
             1. Note: The fields displayed on the screen depend on the module you select.
       3. Click Add.
    3. Notes
       1. Click Notes. 
       2. Enter the Title and Notepad Content.
       3. Click Add.
    4. Pin Report: Select the report (from the existing list) to add to the Dashboard.
       1. Click Pin Chart.
       2. Select a folder.
       3. Select a report.
       4. Click Add.

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 an Existing Dashboard

Adding a Standard Widget

Follow these steps to add a Standard Widget:

1. Log in to the CRM. 
2. Click the main Menu.
3. Go to Sales.
4. Go to Analytics.
5. Click Sales Dashboard. The Dashboard page opens,
6. Click + Add Widget on the top right. The Choose Widget Type window opens.
7. Click Standard Widgets. The pop-up displays available widgets.
8. Select the widgets you want to display on the dashboard by clicking on them.
9. Click Add Widgets.

Adding a Mini List

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

1. Log in to the CRM. 
2. Click the main Menu.
3. Go to Sales.
4. Go to Analytics.
5. Click Sales Dashboard. The Dashboard page opens,
6. Click + Add Widget on the top right. The Choose Widget Type window opens.
7. Click Mini List. 
8. Select the following information to create the list:
   1. Module: Select the module
   2. Select List: Select an existing list from the Mine option or a Shared list option.
   3. Select Field: Select the field that you want to add to the list. (Note: A maximum of six fields.)
      1. Note: The fields displayed on the screen depend on the module you select.
9. Click Add.

Adding a Notepad

Follow these steps to add a Notepad:

1. Log in to the CRM. 
2. Click the main Menu.
3. Go to Sales.
4. Go to Analytics.
5. Click Sales Dashboard. The Dashboard page opens,
6. Click + Add Widget on the top right. The Choose Widget Type window opens.
7. Click Pin Report. The Pin Report window opens.
8. Click Notes. 
9. Enter or select the following information:
   1. Title: Enter a title for your notepad.
   2. Notepad Content: Enter your content in the textbox.
10. Click Add.

Pinning a Report

1. Log in to the CRM. 
2. Click the main Menu.
3. Go to Sales.
4. Go to Analytics.
5. Click Sales Dashboard. The Dashboard page opens,
6. Click + Add Widget on the top right. The Choose Widget Type window opens.
7. Click Pin Report. The Pin Report window opens.
8. Enter or select the following information:
   1. Select a Report: Select a report from the drop-down.
9. Click Add.

Note: You can pin charts and Pivot to your dashboard from Reports.

Actions Possible on a Dashboard

Actions on a default 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 the default by using this option. The default dashboard is displayed whenever you go to the Dashboard page.

Actions on 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 at the top of the dashboard. 
• Filter data by time: You can filter dashboard data by clicking the date range displayed at 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 to the Users list. When they select a group in the widgets filter, the data of only reporting users present as group members will be considered.