VS CRM

Dashboard

To access this feature, open your CRM Dashboard and click on Revenue. From the dropdown menu, select Dashboard to open the Revenue Dashboard page.

RevenueDashboard1

Dashboard Instructions

  • Step 1

    Go to the Dashboard section from your CRM menu.

  • Step 2

    Here you can view reports of all your revenue targets and goals.

  • Step 3

    The report shows details like Target Goals, Achieved Target, Revenue Projection, and more.

RevenueDashboard2
RevenueDashboard

💡 Pro Tip: Monitor Your Revenue Effectively

Use the Target Goals and Revenue Projections to adjust your strategy as needed for better growth.