The dashboard gives you a quick and useful overview. With the dashboard, you get quick access to selected functions in YoungCRM as well as an overview of what has been set up in your YoungCRM organisation.
The dashboard consists of two parts: Shortcuts and Widgets.
Shortcuts let you quickly get acces to the functions you use the most. There is a set number of shortcuts that are shown at once.
Read more about Shortcuts.
Widgets can be described as small extra functions that help you maintain the overview. These can be structured in three ways: Numerical, table and graph.
An example of a widget could be a graph that shows the development in the number of new registrants or a numerical counter for how many emails have been sent.
Example from Dashboard