Overview of the dashboard

The dashboard is divided into three sections for your quick view of new clients, status of open tasks, and reports.

Daily increase

In the dashboard, click Today to have a quick look at the daily counts of new leads, accounts, and opportunities. Hover your cursor onto a client type to click the tag View More, and it will take you to the detailed page content.

Click Recently and you can see up to 10 new leads and prospects.

Open task status

If a sales representative or marketing specialist (i.e. a user of your LogixCRM) is assigned one or various tasks, all the tasks that are not started or still in progress will be displayed in the Open Tasks section.

The status of tasks other than Not Started and In Progress will not show in the Open Tasks section. Instead, they will be categorized into the task history. You can click a client name to see details.

Click View All to see all the open tasks and the details of each task. The lead or manager of a department can view his or her own open tasks.

Besides, all the tasks assigned to the team members can also be viewable by the lead or manager. Perform the steps below to see team members’ open tasks.

1. Pick a time.

2. Select the team member(s) whose open tasks you want to have a look at.

3. Select one or more status to filter the open tasks.

4. Select one or multiple priorities.

The query results below show open tasks of two owners, two kinds of task status, and two types of priority queues.

Details regarding the tasks, refer to Creating and assigning tasks.

Quick reports

Having a quick glimpse at daily statistical data or retrospective data would help you start a day productively! You can add quick views of some crucial reports to the dashboard to work more efficiently and get comprehensive control of monthly client counts, trading amount, or total deposit, and the like.

To generate reports, refer to Generating reports.

To add reports to the dashboard for quick view, refer to Editing report views in your dashboard.