How does a CRM dashboard work

How does a CRM dashboard work

If you own a business, no matter how big or small, in order to flourish and succeed, you need more sales. You can do so by using a good CRM system. Basically, what happens is that you install CRM software on your computers and it links all those computers within your company. The benefit of this action is that all your team members will have access to all the necessary information for contacting potential buyers, closing deals, giving your customers the service they need, and so on. However, before you are able to do so, you and your team need to learn how to work with a CRM dashboard properly.

A CRM dashboard is the most important area of work for sales representatives, customer service team members, and even managers. It allows everyone in a team to communicate with each other, as well as working much more efficiently than before. So, if a business manages to teach its employees the right way to utilize the CRM dashboard in the most appropriate way, that business will be on its way to succeed in the market. In this article, we are going to look at what a CRM dashboard is and how different features of it work.


What is a CRM dashboard?

When you first successfully log into your account on CRM, you are presented with a dashboard. A dashboard is simply a summary of all the data and information you have collected or added to your database since you started using the CRM system. This data is illustrated and shown to you graphically, as a form of bar charts or pie charts in different categories. On most CRM systems, these graphs are totally customizable and you can choose which ones to see and which ones to hide. For example, if you are the head of the customer service team and you do not care about the statistics of the sales that the company makes, you can easily arrange your dashboard in a way to see things that are related to your section or area of work. This helps you do your job faster and find the information you need much more quickly.


The Widgets

There are a number of widgets available on CRM systems that you can add to your dashboard. A lot of these widgets are actually designed in a way that you can get some very good insight into sales activities. Let's look at some of them one by one in more detail!

  1. Sales Funnel

One of the most amazing features of sales funnels is that you can switch your view from your own sales to any other team member’ or even sales for the whole marketing group. As a manager, this is the perfect way to keep track of how your team is doing in terms of closing deals. Plus, you are able to keep a close eye on any member you want to. As the name suggests, the sales funnel looks like a funnel that appears on the left-hand side corner of your screen. It consists of bars of different colors that give you some important information related to your sales, such as opportunities in your pipeline, proposals, and value proposition.

In each colored part of the funnel, you will see a number that indicates the number of opportunities you have in that stage. By clicking on each of them, you are directed to all the records that make up those opportunities. You can use this information from your funnels to come up with sales strategies in your meetings with your team.

  1. Key Metrics

This is a very useful tool to identify key performance indicators and also to keep an eye on certain metrics like open quotes, hot leads, or open tickets. This option enables you to prioritize your daily or weekly tasks based on their urgency by looking at these numbers.

  1. Total Amount by Sales Stage

What you can see in this widget is the opportunities that you have based on their monetary value, as opposed to the number of opportunities shown in lines in the different stages of the pipeline. In this bar chart widget, you can see how much money actually sits in the pipeline as a whole. And of course, you have the ability to view how many you are winning and how many you are losing. If you realize that you are losing more than you are winning, then you can click on the bar in the bar chart; you will go directly to what is actually causing this or why you are losing quite a lot of business.

  1. Sales Pipeline

This is a great tool again for managers. If you wish to see how your team is performing in case of sales, this is the widget for you. In the sales pipeline, which is again a bar chart in most CRM systems, you can see how much business each part of your team is generating in relevance to each other. This means that you can keep track of how many sales each of your team members are closing per week, or how much money they are bringing to the company based on each of their sales.

So, this widget is actually designed to make the work of comparison for the management team very easy. 


In this article, we talked and focused on what a CRM dashboard is and which of its bold and useful features you can utilize to grow your business much faster. So, in short, why is it important to learn to work with a CRM dashboard properly?

As mentioned in different sections of this article, a CRM dashboard offers you a number of very helpful widgets that allow you to monitor your team’s performance. These widgets also enable you to diagnose faulty parts of your company sooner and strategize your solutions based on statistics. Therefore, managers that work well with CRM dashboards are actually much ahead in the market than those who do not.