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The Dashboard is a key feature of the CRM platform, designed to provide users with an at-a-glance view of critical metrics and quick access to essential functions.

Positioned in the navigation bar, the Dashboard enhances productivity and decision-making by organizing information into intuitive, static widgets and offering customizable timeframes.

New Apps : Displays the total number of new applications received.

Credit: Shows credit-related metrics, such as pending approvals or available credit limits.

Submitted: Lists applications that have been submitted.

Enrolled: Tracks the number of successfully enrolled applications.

Pipeline Summary: Features filtering options by State and Status for detailed insights.

Stages/Status Chart: There are different formats available for download

1. New Apps : Displays the total number of new applications received.
 
 
 
2. Credit: Shows credit-related metrics, such as pending approvals or available credit limits.
 
 
 
3. Submitted: Lists applications that have been submitted.
 
 
 
4. Enrolled: Tracks the number of successfully enrolled applications.
 
 
 
5. Pipeline Summary: Features filtering options by State and Status for detailed insights.
 
 
 
6. Stages/Status Chart: There are different formats available for download

Here is some guidance on how to Download the metrics : <a href="https://support.logixx.io/en/articles/10496405-fqa-downloading-metrics-from-the-crm-dashboard-status-stages-chart-section">FQA : Downloading Metrics from the CRM Dashboard (Status/Stages Chart Section) | logixx Help Center</a>

The Dashboard offers users the flexibility to view data for specific periods, enabling better planning and analysis:

Today: Displays metrics and tasks relevant to the current day.

Week: Aggregates data for the current week.

Month: Provides a broader view of activities and progress over the month.

- Today: Displays metrics and tasks relevant to the current day.
- Week: Aggregates data for the current week.
- Month: Provides a broader view of activities and progress over the month. 
- Refresh icon

The Dashboard includes an integrated Calendar and Tasks section.

Users can quickly access their scheduled events and task lists.

Enhances time management by centralizing essential planning tools.

- The Dashboard includes an integrated Calendar and Tasks section.
- Users can quickly access their scheduled events and task lists.
- Enhances time management by centralizing essential planning tools.

Centralized Information: Consolidates critical metrics into a single view, minimizing navigation.

Customizable Insights: Allows users to filter data by timeframe and pipeline details.

Improved Workflow Management: Facilitates quick action on tasks and applications.

- Centralized Information: Consolidates critical metrics into a single view, minimizing navigation.
- Customizable Insights: Allows users to filter data by timeframe and pipeline details.
- Improved Workflow Management: Facilitates quick action on tasks and applications.

Access the Dashboard via the CRM navigation bar.

Review the static widgets to gain a snapshot of your operational metrics.

Use the time period toggle (Today, Week, Month) to adjust the displayed data.

Interact with the Calendar and Tasks section to plan and manage your schedule.

1. Access the Dashboard via the CRM navigation bar.
2. Review the static widgets to gain a snapshot of your operational metrics.
3. Use the time period toggle (Today, Week, Month) to adjust the displayed data.
4. Interact with the Calendar and Tasks section to plan and manage your schedule.

By leveraging the Dashboard, CRM users can ensure they stay informed and efficient in their daily operation

Dashboard

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Dashboard

Components of the Dashboard

Static Widgets

Timeframe Selection

Calendar and Tasks Management

Key Benefits

Navigating the Dashboard