Understanding the CRM Analytics Dashboard
Understanding the CRM Analytics Dashboard
Updated 8/13/20261 min read
The CRM Analytics dashboard shows six live tiles—Lead, Inquiry, Account, Contact, Task, and Visit—each summarizing counts and status distribution in real time.
| Tile | What It Shows |
|---|---|
| Lead | Total leads and current status distribution (e.g., Total, Converted, Qualification, Contacted) |
| Inquiry | Total inquiries received and stage progress |
| Account | Count of customer and prospect accounts |
| Contact | Total contacts linked to accounts, leads, and relationships |
| Task | Pending, completed, and overdue tasks |
| Visit | Scheduled and completed customer visits |
Additional breakdowns available: Lead Industry, Lead Source, Lead Status, and Lead Type of Customer charts.
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