Sales & CRM Dashboards

This guide provides step-by-step instructions on how to access and navigate through Sales and CRM dashboards. It is essential for individuals looking to enhance their understanding and utilisation of these tools for effective sales and customer relationship management.

Step 1: Navigate to the Selling Homepage

Step 1

Step 2: Click "Dashboard"

Step 2

Step 3: There are numerous Data points on the standard Selling Dashboard relating to…

There are numerous Data points on the standard Selling Dashboard relating to the details within the Sales Order Transactions

Step 3

Step 4: Enter "CRM Dashboard" in the Search Bar to also review the CRM Dahboard

Step 4

Step 5: The CRM Dashboard looks at the CRM sale information such as Lead…

The CRM Dashboard looks at the CRM sale information such as Lead, Opportunities and conversion metrics

Step 5

Step 6: Scroll down to view more metrics

Step 6