Pipeline Dashboard

On the Pipeline Dashboard, you can see 2 reports that show revenue in the pipeline (not won orders) divided by months and salespersons for the current year.

Just like the Sales Dashboard, you can click on a month and see distribution on salespersons or click on a salesperson and see which months are connected.

You can watch a short video about webCRM and PowerBI below:
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Standard dashboards

These dashboards are standard and cannot be customized beyond date filtering. However, it is possible to have specific dashboards built as an additional purchase, which is created by our consultants.
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If this is something you are interested in please contact webCRM's customer success at: csm_dk@efficy.com

Update frequency

Standard dashboards are updated once a day around 2 am. If you need dashboards to be updated in real time, it can be purchased as an add-on to your license. Figures and graphs will thus be updated approx. every 5 minutes.
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If this is something you are interested in please contact webCRM's customer success at: csm_dk@efficy.com