The Dashboards section displays data from different sections of the system. We recommend you use this section to analyze and plan the work of each employee, each department and the company as a whole. You can configure the appearance of reports and indicators that display analytical information based on the section records. The basic indicators for the current month tasks (number of tasks by type, number overdue tasks and overdue tasks detailed) are merely an example.
The functionality of this section is similar to that of the Analytics view in the system sections, and is described in the “Dashboards” chapter.
•The [Sales rep dashboard] tab
This dashboard displays current results of your studio representative's work, and additional summary information required to make quick yet knowledgeable decisions. The displayed data relates to the current user only The indicators on this tab are an example, you can add, remove and edit the displayed dashboards. More information about the analytics setup is available in a separate article.
| Number of calls this month | Calculated indicator displaying the general number of activities of the “Call” type completed in the current month. |
| Number of meetings this month | Calculated indicator displaying the general number of activities of the “Call” type completed in the current month. |
| Number of overdue tasks | Calculated indicator displaying the total number of activities expired in the current month. |
| My overdue tasks | The list of 15 incomplete activities with their due time passed. The data is sorted in ascending order of activity completion date. |
See also
Video tutorials
•Analytics in Creatio. Working with dashboards
