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
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- 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
- The new users signing up for the first time are redirected to this widget which navigates them to:
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
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