Create Custom Default Dashboard Follow

Default Dashboard comes with 5 ready widgets that give you a quick view of:

• Deal pipelines flow and their performance
• Your current tasks and activities
• Latest figures of Users in terms of activities assigned to them

• Below is the Default Dashboard view with a list of widgets it comes with,
  • Deal Pipeline: View the number of deals present and their value by the stage for an individual pipeline
  • My Agenda: View the activities and sequence emails and texts that need to be completed. You can directly start the Smart Activity Queue by clicking on "Start Queue"
  • Deal Performance: View how many deals were created and won for a specified period
  • Activity Performance Overview: View the figures and type of activities performed by your teammates
  • Deal Leadership - Amount Closed by User: View the number of Deals closed by each User
  • Deal Stage Duration Analysis Report: 
  • Contacts Most Recently Updated: View the list of 25 recent contacts that were updated in the last 30 days