Unleashing New Power: Introducing our Revamped Dashboard for Unparalleled Data Management and Decision-making

Unleashing New Power: Major Dashboard Design Enhancements

We've supercharged your command center! Imagine dynamic charts, graphs, and metrics, all pulsating with crucial information. This, ladies and gentlemen, is our newly designed dashboard – your secret weapon for rapid decision-making and performance monitoring.

Dashboards are integral for various functions, and they offer several benefits:

Data Centralisation

With our dashboard, you can hold a multitude of data from different sources all in one place, giving you a comprehensive view of all your business info.

Visual Representation

We've made data easy to understand by presenting it visually – think engaging charts, exciting graphs, and other visual elements.

Real-time Monitoring

Our dashboard is capable of displaying real-time or near-real-time data. Now you can monitor key metrics and performance indicators as they occur.

Customization

Your unique business needs and preferences are catered to with our dashboard; you can choose what data you want to see and how it is displayed.

Performance Tracking

Keeping track of key performance indicators (KPIs) and metrics is a breeze with our redesigned dashboard, making it simple for you to measure how well you're meeting your goals.

Decision Support

All your relevant data is in one place, making your decision-making process more efficient and confident.

Our revamped dashboard is more than just another tool; it's your power source for managing and visualizing data effectively, resulting in better decisions, improved performance, and optimal resource usage.

A Glimpse Into The Future

We're planning big! Imagine customizing account dashboards/reports with a drag-and-drop feature, and selecting custom widgets to fit your every need. This upcoming journey is set to revolutionize your entire experience, giving you unprecedented control over your data.

What's New?

  1. Opportunities widgets like status, value, and conversion rate now work on created/updated opportunity status.
  2. Users will require permission to access specific modules – otherwise, the chart appears locked.
  3. We've streamlined brand colours and sleek charts for better usability.
  4. Filter options for users of sub-account are now available.
  5. We've added one global date filter at the top.

Important Note: With the rollout of this release, certain Custom CSS might become incompatible as we transition towards an easier, drag-and-drop dashboard interface.

Newly designed dashboard
Customise subaccount dashboards
Streamlined brand colours


In Case You Missed It: Unveiling our Enhanced Proposals and Estimates Feature to Amplify Your Business Propositions

SMBcrm logo with intertwined blue and green design.

Introducing SMBcrm

We are thrilled to announce that SMBcrm has evolved!

We have embraced a new identity as SMBcrm, reflecting our enhanced commitment to provided tailored CRM solutions for small and medium-sized businesses.