CRM Deals from Dashboard

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+ 45 voters
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+ 1 anonymous

In progress
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JeremyGWoodsFVM

Could you let us see the CRM Deals directly from the main dashboard? This would help us be able to keep better track of our deals without going into the deals section.

13-11-2021 -

Activity Newest / Oldest

Augusto

I would like to suggest that the CRM Contact tab of DEALS (contact?content=goals), to have the DEAL STAGE STATUS to be shown in the list view.
Also, the DEAL "STAGE" is currently only filterable inside the DEAL page (crmGoalsVisibility), it should be in CRM Dashboard too.

Matt W

Merged with: Display Deal stage in CRM Contact Deal tab and allow filter in CRM

Lexz

I'm using SuiteDash for an insurance sales agency where there's a salesperson, and team manager who has many sales persons & directors who oversee many team managers.

A dashboard should look something like the attached.
-leaderboards with profile pictures
-ranking by month
-actual done deals(sales) vs individual targets assigned based on rank.
-leads coming from Forms to go directly into the Dashboard with an alert sound so the manager/salesperson will know.
-ability to archive the info and still be able to view it come next year,
-closure % vs number of deals open/closed,
-ability to select the color we want for the graphs or circles diagrams to fit our brand,

(Images from Plecto software)

If this can be done, I will be buying the Suite Keys by the hundreds because, in my industry, we don't have anything available.

Mike

Status changed to: In progress

Bonnie B

Agreed, this would be very helpful to see when I log in.

Adrienne

Also, add a function to either archive Deals once they have been Won or Lost, or a way to only see active Deals. Deleting is not really an option if you want to keep up with the history.

Loulu Lima

I use Deals to document bookings and this would help me keep track of final payments as well as commissions earned. I need a dashboard just for this

STEVE SOLER

100% agree! It would make the dashboard much more useful for sales agents and managers!