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 bank as a whole.
The functionality of this section is similar to that of the Analytics view in the system sections, and is described in the “Dashboards” chapter.
This dashboard displays current results of your bank sales representative's work, and additional summary information required to make quick yet knowledgeable decisions. The displayed data relates to the current user only
| Number of meetings this month | Calculated indicator displaying the number of activities of the “Meeting” type completed in the current month. |
| Number of successful meetings | Calculated indicator displaying the number of activities of the “Meeting” type completed successfully in the current month. |
| Number of calls this month | Calculated indicator displaying the number of activities of the “Call” type completed in the current month. |
| Number of successful calls | Calculated indicator displaying the number of activities of the “Call” type completed successfully in the current month. |
| Top 10 opportunities to close | List of ten opportunities that are not in the final stage. The data is sorted in descending order of payment amount. |
| Current month opportunities | List of ten soonest opportunities nearest to being closed in the current month. The data is sorted by closure date, ascending: the soonest opportunity to close will be at the top of the list. |
| My tasks for today | A list of seven uncompleted activities that start or end today. The data is sorted in ascending order of activity completion time. |
| Noteworthy events of the customers | A list of the customers’ noteworthy events celebrated this week. |
| Noteworthy events of the contacts | A list of the contacts’ noteworthy events celebrated this week. |
This dashboard contains ratings of bank sales reps, based on work results in the current month
| Top 5 bank sales reps by signed contracts | List of the five bank sales reps with the largest number of contracts signed during the current month. The data is sorted in descending order. |
| Top 5 bank sales reps by opportunity revenues this month | List of the five bank sales reps with the highest amount opportunity revenues in the current month. The data is sorted in descending order of payment amount. |
| Top 5 bank sales reps by number of meetings | List of the five bank sales reps with the highest number of completed activities of the “Meeting” type in the current month. The data is sorted in descending order of number of meetings. |
| Top 5 bank sales reps by number of calls | List of the five bank sales reps with the highest number of completed activities of the “Call” type in the current month. The data is sorted in descending order of number of calls. |
The [Sales pulse] tab contains several analytical summaries that can be used to estimate current bank sales situation in the bank.
| Sales pipeline | A “pipeline” chart helps analyze success of deals and plan new opportunities. The diagram element's height corresponds to the number of opportunities with an up-to-date status. Opportunities with ”Closed lost”, ”Closed won”, ”Closed rejected” and ”Closed rerouted” statuses are not taken into account. |
| New opportunities by category | Diagram displaying how the opportunity amount changes for opportunities created in the previous and current months. The data is sorted in descending order of opportunity category. |
| Top 10 opportunities to close | List of ten opportunities with more than a 70% probability rate. Largest budget opportunities are displayed in descending order of budget amount. |
Video tutorials
•Analytics in Creatio. Working with dashboards
