FAQs in this section
What is My Sales Dashboard?
What is a Sales Leaderboard in Dashboards?
How do I create a dashboard?
How do I create a standard widget in my dashboard?
How do I create a mini-list in my dashboard?
How do I add a customized chart to my dashboard?
How do I create a notepad in my dashboard?
How do I add the charts I have created to the sale dashboard?
What actions do I perform on a dashboard?
What action do I perform on dashboard widgets?
Why is the date filters not being applied to your custom charts?
How do I disable the dashboard as my default screen?
Can I navigate to the Field sales app from the Dashboard in the mobile app?
What information does the Dashboard widget display in the Field Sales app display?
What can the Admins view in the Field Sales app?
Is the Grafana dashboard compatible with Vtiger CRM?

What information can the agents view in the Field Sales app?

Agents can view the following:
  • How many visits were assigned vs how many visits were completed
  • How many customers were created
  • How many orders were created
  • How many invoices were created for each customer
  • Target vs. Achievement
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