Dashboard Stats
Overview #
The Dashboard Statistics section displays important CRM performance metrics directly on the mobile dashboard. These statistics provide insights into lead activity, contact engagement, and user productivity.
By reviewing dashboard statistics regularly, users can better understand CRM performance and identify opportunities for improvement.
{screenshot of dashboard statistics widgets}
Key Metrics #
Common statistics displayed may include:
📊 Total Leads
Shows the total number of leads currently stored in the CRM.
📈 Active Leads
Displays leads that are currently active in the pipeline.
📅 Upcoming Activities
Shows scheduled tasks, meetings, or reminders.
📥 Recent Contacts
Displays recently added contacts.
Why Stats Are Important #
Statistics help users:
• Monitor lead activity
• Track personal productivity
• Identify potential sales opportunities
• Stay organized with tasks
Tips for Using Stats #
• Review dashboard stats daily
• Use stats to prioritize follow-ups
• Track progress through pipeline stages
Related Articles #
• Dashboard Overview
• Lead Management
• Activity Timeline
