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 

• Welcome Widget
• • The new users signing up for the first time are redirected to this widget which navigates them to:
    • Connect their email account
    • Add their contact records
    • Invite their teammates as new users in Salesmate
    • Links for Support portal; Android/ IOS application, chrome extension downloads

1. Deal Pipeline

• View the number of deals present and its value by the stage for an individual pipeline
  • You can filter it by date range, users, a deal pipeline to view your specified results

2. My Agenda

• View the activities, and sequence emails and texts which needs to be completed
• You can directly start Smart activity Queue from by clicking on "Start Queue"

3. Deal Performance

• View how many deals were created and won for a specified period

4. Activity Performance Overview

• View the figures and type of activities performed by your teammates

5. Contacts most recently updated

• View the list of 25 recent contacts that were updated in the last 30 days