Dashboard

To configure the dashboard, click the Setup button in the upper right corner. You can rearrange dashboard widgets by clicking and dragging, add by widgets clicking the plus symbol, or delete widgets by clicking on the trash can icon. Once finished, click save in the upper right.

Within the setup view, you can also change the background picture and apply color themes. An account user with admin rights can also apply dashboard settings to all users which the checkbox that will appear at the top of the dashboard setup.

There are a number of widgets on the Dashboard, updated in real time.

Timeframe

In dashboard you can select which time frame applies as results on the widgets, there are 5 options:

Timeframe

  • Today
  • Yesterday
  • Week
  • Month
  • Custom timeframe

Dashboard Customization

CRM dashboard

You can customize the dashboard however you like by clicking on setup button at the top right of the dashboard, you can customize the following

  • Font color
  • Headline of the dashboard
  • Color styles of the widgets
  • Background image

These options will truly make dashboard pleasant to work with

Event panel

Click on the Events button in the top right corner to see the recent activity on your account. You can filter it by users, event types, entities and much more.

Event log

Lead dynamics

This chart highlights the number of leads that make their way through the pipeline, as well as their success rate. Every element of the interface is interactable.

Lead dynamics

When a lead is moved to another stage, the lead number and sale amount will be updated for both stages. This is done to present all current additions and subtractions in terms of lead number and budget.

E.g: moving a lead with $1500 budget from pipeline stage A to pipeline stage B will result in pipeline stage B having 1 lead with $1500, and stage A to have -$1500 and -1 lead.

The New stage at the beginning of the stage represents the Incoming leads stage. Below the diagram you can see the Lost number, accounting for every lead that was sent to Closed – Lost stage.

Tasks overview

Here you can see four widgets related to tasks assigned to your sales managers.

Tasks widgets

Every widget is customizable and can be set to present data in a number format, a list or a chart.

  • Overdue tasks: all tasks that went overdue, including tasks that were completed after going overdue.
  • Current tasks: all active tasks of all types.
  • Completed to-dos: all completed tasks that were completed before going overdue.
  • Leads without a to-do: all leads without a task at this very moment.

Lead Sources

See the sources of your incoming leads, in a graphic representation. The lead source with the highest number of incoming leads is shown with the longest bar. It’s 100% of the value (¾ of the circle) and the other lead sources are compared to it.

Lead sources widget

  • Mail – all incoming leads received through a connected email address.
  • Chat – all incoming leads received through a connected chats (such as Facebook Messenger, Instagram, Telegram, or WeChat). You will see all the chat types separately here.
  • Phone – all incoming leads received through a connected VoIP telephony (such as Twilio, RingCentral, Aircall, etc)
  • From site – all incoming leads received through a web form connected to your website.

Leads by user

See the number of leads currently assigned to your users, starting with the highest number of leads, up to 11 users in the list. Click on the name of the user to see leads assigned to them.

Lead by user widget

The Robot user is shown when leads are at the Incoming leads stage (i.e not assigned to anyone just yet).

The widget is customizable and can be set to present data in a number format, a list or a chart.

Goals

This little widget helps you track the monthly sales target. You can set it up with the Lead goals feature, found in Stats > Goals report.

Goals widget

Activity

See the activity of your users based on completed tasks, per type of task. Tasks that went overdue but were completed within the selected time period are accounted for.

Activity widget

The widget is customizable and can be set to present data in a number format, a list or a chart.

Last uploads

The latest uploads made by any user are indicated in this widget. Files can be uploaded by attaching a file to a note, task or a chat message.

Last uploads widget

Prospective sales

This is a sales forecast, calculated from the number of active leads and their total budget. With this forecast, you can see the approximate data on how many leads will be won in the coming days, as well as their budget.

Prospective sales widget

Do note: Prospective sales feature is data-driven and projects a sales forecast. It cannot predict the future.

Calls

These two widgets show the amount of incoming and outgoing calls within the selected time period for all users of the account.

Calls widget

The widget is customizable and can be set to present data in a number format, a list or a chart.

Notes added

See all the notes that were added within the selected time period.

Notes widget

The widget is customizable and can be set to present data in a number format, a list or a chart.

Won leads

Here you can see all leads that were successfully transferred to Closed – Won.

Closed Won widget

The widget is customizable and can be set to present data in a number format, a list or a chart.

System usage

Observe the total amount of time your users spend while using amoCRM. It’s a decent way to monitor activity.

System usage widget

Net Promoter Score (NPS)

Here you can see the results of using the NPS feature. Whenever you conclude a chat conversation in the lead card, your customer is offered to assess the quality of service, on a scale from 1 to 10.
The widget provides you with three average levels of satisfaction:

  1. Promoters (9 to 10 score)
  2. Passives (7-8 score)
  3. Detractors (0-6 score)

Along with that, you can see the total amount of responses and overall satisfaction rate, based on subtraction of the Detractor score from the Promoter score.

Messages Widgets

CRM dashboard: Incoming messages

Incoming Messages: Here you can see how many messages arrived in your amoCRM and from which source, simple as that

CRM dashboard: Outgoing messages

Outgoing messages: Here you’ll see how many messages were sent bye the users

CRM dashboard: Total conversations processed

Total conversation processed: This widget will show which user and how many complated conversations an amoCRM account user had with the clients

CRM dashboard: Average response time

Average Response Time displays the average response time to customer requests. The calculation formula is sum / count – the sum of the time of all answers divided by the number of these answers.

The response time is calculated according to the formula: the date and time of our response minus the date and time of the previous client message.

The purple line displays the current (selected) time period, the gray line represents the same previous time period. Hovering over a time period, we see two white points by which we can drill down data for both time periods

Need more help in setting up or troubleshooting? Contact us by sending an email to support@amocrm.com or write to us on Facebook.

Not a user yet? Visit our tour page or contact us for a demo.