A CRM dashboard serves as a centralized hub for displaying important information from your customer relationship management system. It presents data in a visually appealing and easy-to-understand format, allowing users to quickly assess their sales pipeline, customer interactions, and overall performance metrics. Dashboards typically include various visual elements such as charts, graphs, and tables that summarize key performance indicators (KPIs).

Agenda:

1. CRM dashboards – examples that are available now!

2. How to create and modify your CRM dashboards

3. Deeper Dive into “Visualize This”, creating and modifying your CRM dashboards

4. The next step, introducing Copilot for better CRM (Sales/Service) reporting