CRM dashboard

In customer relationship management (CRM) software, the dashboard provides users with quick access to information or common tasks. Businesses use this tool to monitor performance and CRM data. Reports are often shown in the dashboard to provide a quick and easy overview of current business performance using charts, graphs, and maps.

A CRM dashboard is designed to let users perform some specific actions and tasks with a single mouse-click from this interface. For example, a click from the CRM dashboard could provide you with a detailed report on any lead follow-ups that are scheduled for today.

Read next: Best CRM Software and Tools

Vangie Beal
Vangie Beal
Vangie Beal is a freelance business and technology writer covering Internet technologies and online business since the late '90s.

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