Tracking Sales Performance with Dashboards in "Edara CRM"

When sales figures are pulled together by hand from deals into separate spreadsheets, the report comes late and everyone's numbers differ. A manager doesn't know where open deals stand or how much the team won this month without asking around, and when a figure looks off, nobody can easily tell which deals sit behind it.

With analytics dashboards, you see your open pipeline, won revenue and win rate worked out from the deals themselves as they change, and one click opens the records behind any figure. Each manager arranges a dashboard around what matters to them, shares it with the team or gets it by email every week, or puts it on the office screen for everyone to follow.

Follow the Steps #

You start with the ready-made "Sales overview" dashboard, then make your own, arrange it and share it.

What "Sales overview" Shows #

In the side menu, click "Analytics" to see the ready-made "Sales overview" dashboard. It shows:

• Four headline figures: "Open pipeline" and "Won revenue" with their deal counts, "Projected yield" from open deals, and "Win rate".
• "Won Revenue Trajectory": won revenue for each of the last six months.
• "Revenue Split": revenue won from "New business" against "Renewal".
• "Pipeline Stages": the value of open deals in each stage.
• "Accounts at Risk", "Top Open Deals" and "Recent Wins", where every row opens its deal.

Figures count only the records your role reaches, so a sales rep sees their own deals and a supervisor sees the people they look after.

Seeing the Records Behind Any Figure #

Every figure, bar and row on a dashboard can be clicked to open the exact records that make it up, with their count:

• Click any figure, for example "Open pipeline". A panel opens with the records behind it and their count at the top.
• To choose which columns show, click "Columns", then tick or untick the columns you want.
• Click a deal's title to open it, then click "Back" to return to the dashboard with the panel open as you left it.

The first column always shows, and "Reset to defaults" brings the columns back as they were. When the figure comes from current deals, "Open as full list" opens them on the "Deals" page. Stages, the monthly bars, "New business" and "Renewal" work the same way.

Making Your Own Dashboard #

"Sales overview" itself can't be changed, but you can save a copy under your own name and arrange it as you like:

• On "Sales overview", click "Customize".
• Type the "Dashboard name", for example "Cairo team dashboard".
• Click "Save". Your copy opens ready to arrange.

A new dashboard is private to you, and no one else sees it until you share it.

Arranging and Resizing Tiles #

Put the tiles in the order that matters to you, choose each tile's size, and remove what you don't need:

• Open your dashboard from "Choose a dashboard", then click "Arrange".
• Move a tile up or down with the ↑ and ↓ arrows, and click "Width" to pick "Small", "Medium" or "Full width".
• Click × to remove a tile, then click "Done".

Changes save as you go, so there's no save button.

Sharing a Dashboard and Getting It by Email Every Week #

Share your dashboard so your team sees it, or have it sent to you by email every week:

• Open your dashboard, then click ⋯ and "Share…".
• Pick "My team" for the people in your team now, "Everyone" for everyone in the company, or "Only me" to make it private again.
• To get it by email, click ⋯ and "Email me this weekly". The dashboard arrives every Monday morning.

A shared dashboard has "· Shared" after its name in "Choose a dashboard". Someone who leaves the team stops seeing a dashboard shared with that team. Supervisors can open the dashboards of the people they look after.

Showing a Dashboard on the Office Screen #

"Kiosk mode" sets the dashboard up for a big screen in the office, so the team can follow it all day:

• Open your dashboard, then click ⋯ and "Kiosk mode".
• The menus and buttons go away, the figures get bigger, and the dashboard refreshes on its own every 5 minutes.
• To leave, press your browser's Back button.

Kiosk mode runs on your own session on that device; it isn't a public link that can be opened from anywhere.

Switching Between Dashboards and Deleting One #

"Sales overview" is always in "Choose a dashboard", along with your dashboards and the ones shared with you:

• Click "Choose a dashboard", then pick the dashboard you want.
• To delete a dashboard, open it, then click ⋯ and "Delete dashboard".
• Click "Delete" to confirm. The reports on the dashboard are not affected.

Important Things to Know #

Try It Yourself #

Sample data — it doesn't affect any real data. Click any figure to see the records behind it, then click "Customize" to make and arrange your own dashboard.

You May Be Wondering #

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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