2. Most recent team activity

[[email protected]]

FREE GUIDE

cover for the Nutshell resource titled: "Does my business need CRM?"
What should a sales CRM dashboard include?
Not all CRM dashboards include the same components. There are usually many customization options, where you get to choose what your dashboard shows. That said, there are a few things every good dashboard will need to elevate your CRM dashboard UI. Here are three of those things.

1. Latest leads and sales
When building a CRM dashboard, one of the first things to include is your most recent leads and sales. Having that data on your dashboard helps you see how productive you’ve been in the short term and also works as a source of motivation by showing off what you’ve achieved. Plus, it lets you identify which new leads need attention from the sales team.

Another item to include on your dashboard kuwait mobile number digits is the most recent team activities, including things like phone calls and emails. This lets you keep an eye on what your team is doing and how they’re doing it.

Maybe you notice that certain strategies produce outstanding results, or perhaps you see flaws in the team’s overall approach. Whatever it is, you can then respond accordingly.

3. Sales pipeline progress
A good overall view of your sales pipeline on your CRM dashboard helps you quickly identify potential deals within each pipeline stage. You’ll be able to determine the prospective value allotted to each stage and pinpoint deals that need urgent attention.

4. Tasks and deadlines
The ideal CRM dashboard UI needs a space dedicated to important tasks and deadlines. Typically, this section also includes a tab with a calendar view showing your upcoming appointments.

These tasks could include those you’ve input yourself or others created by your CRM’s automation feature. You should be able to access detailed information for each task with a single click from your CRM dashboard and mark them as complete when done.

5. Key performance indicators (KPIs)
Every sales CRM dashboard should have a handful of key performance indicators (KPIs), which are useful metrics that give you insight into how effective your sales efforts are. There are plenty of different metrics you can include, and it’s up to you which ones you choose.