Improved Sales Analytics in CRM Dashboard


published on September 23, 2024

We are thrilled to share with you the latest release of ToolsonCloud CRM.

In this update, we bring to you a loads of features and UI improvement updates which includes enhancements in the CRM dashboard widgets to give you more sales insights. Here is a sneak peak into this release.


Need?

Sales leaders and professionals continually seek for ways to improve their sales performance. They achieve this by analyzing their data and by trying to uncover some important sales metrics. 

However as the sales activities happen on continuous basis, hence generating fresh reports and metrics on continuous basis becomes difficult and time consuming. 

Hence, we wanted to improvise on the dashboard widgets so that users can get some of the quick ready reckoner metrics instantly.


What’s New?

With the latest release, now users will get 4 new widgets on their CRM Dashboard. The newly introduced widgets will provide following insights:

1. Number of Leads Added

2. Number of Deals Added

3. Number of Contacts created

4. Number of Organization Added


Here’s a snapshot of the newly introduced widget

CRM Dashboard widgets

Users can instantly get these counts on their CRM dashboard without the need for them to manually go through the data to generate these numbers for their sales tracking.

I hope the users will find these useful. Do share your feedback and let us know your thoughts…