CRM / CRM Dashboard
Login

CRM Dashboard CRM

/crm/dashboard

ourerp.org/crm/dashboard CRM CRM Dashboard Our ERP · blueprint preview

Gives sales staff an at-a-glance view of today's follow-ups and their own lead pipeline, plus company-wide lead, customer, source and life-stage metrics for admins.

The top row shows personal tiles: Today's Follow-ups due for the logged-in user, My Leads assigned to them, and My Leads to Customer Conversion. Alongside these, a My Followups table breaks down the user's follow-ups by status, and (when call logging is enabled) a My Call Logs widget shows calls made today, yesterday and this month.

For admins, an additional section shows business-wide totals for customers, leads, sources and life stages, a table of lead-to-customer conversion rate per source, a life-stage breakdown, and a Birthdays widget listing contacts with a birthday today or in the next 30 days with a Send Wishes button that opens a pre-filled campaign.

Two report-style widgets sit at the bottom: Follow-ups by user (filterable by date range and follow-up category) and Lead to Customer Conversion, both summarizing the same data available in full on the CRM Reports page.

Visibility of the follow-up and lead tiles depends on the crm.access_all_schedule/crm.access_own_schedule and crm.access_all_leads/crm.access_own_leads permissions; the admin-only section is shown only when the user passes the module's is_admin check.

Step-by-step Workflow

  1. Review today's follow-upsCheck the Today's Follow-ups tile to see how many calls or meetings are due today.
  2. Check your lead pipelineUse the My Leads and My Leads to Customer Conversion tiles, plus the My Followups status table, to gauge your personal workload.
  3. Scan admin metricsAdmins can review total customers, leads, sources and life stages, plus conversion rate by source.
  4. Send birthday wishesClick Send Wishes on the Birthdays widget to open a pre-filled campaign for contacts with a birthday today or coming up.
  5. Drill into follow-ups by userFilter the Follow-ups by user table by date range and category to see team workload by status.
  6. Jump to detail screensOpen Leads or Follow Ups from the CRM navigation for the full, filterable list behind any tile.