Analyse key metrics at a glance.
With the Dashboards module of Actis CRM, you can visually track, analyse and display key performance indicators (KPI) and metrics for you, your teams and your business at a glance.
Dashboards are configured to your organisation’s requirements, which may be different for each team/project. Typically, they chart performance metrics such as activity, rates, coverage, frequency and future booked events, etc., but can be expanded to include sales data and/or other data from external sources as required.
Benefits to Dashboards
Why choose this module?
Configure dashboards to your requirements.
Control and restrict the viewing of specific data.
Save time and money on reporting tools.
Display complex data in a clear and simple way.
How does it work?
Dashboards are tailored to your needs.
Although dashboards are configured to present a default view, criteria can be changed to all or selected charts if different views are required.
Dashboards are available at different levels within the organisation, so a KAM would only see dashboards specific to their own performance, whilst a manager would see team data. This extends up through the Actis CRM user hierarchy to national and international levels, if required.
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Frequently asked questions
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