https://docs.opentaps.org/docs/index.php?action=history&feed=atom&title=CRMSFA_DashboardCRMSFA Dashboard - Revision history2026-05-15T17:38:13ZRevision history for this page on the wikiMediaWiki 1.32.1https://docs.opentaps.org/docs/index.php?title=CRMSFA_Dashboard&diff=2674&oldid=prevSichen: Protected "CRMSFA Dashboard": Sysop page [edit=sysop:move=sysop]2008-03-18T17:43:08Z<p>Protected "<a href="/docs/index.php?title=CRMSFA_Dashboard" title="CRMSFA Dashboard">CRMSFA Dashboard</a>": Sysop page [edit=sysop:move=sysop]</p>
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<td colspan="1" style="background-color: #fff; color: #222; text-align: center;">Revision as of 17:43, 18 March 2008</td>
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</td></tr></table>Sichenhttps://docs.opentaps.org/docs/index.php?title=CRMSFA_Dashboard&diff=2673&oldid=prevSichen: New page: The CRM/SFA dashboard is designed to give executives or decision-makers a quick overview of CRM-related activities, including lead conversion, sales opportunities, customer service cases, ...2008-03-18T17:43:07Z<p>New page: The CRM/SFA dashboard is designed to give executives or decision-makers a quick overview of CRM-related activities, including lead conversion, sales opportunities, customer service cases, ...</p>
<p><b>New page</b></p><div>The CRM/SFA dashboard is designed to give executives or decision-makers a quick overview of CRM-related activities, including lead conversion, sales opportunities, customer service cases, and sales team activities. This dashboard is only available to users with a special permission for viewing it, which is by default assigned only to the sales manager.<br />
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The dashboard will show the following graphs:<br />
* Lead Pipeline: this chart will show the number of leads in each stage of the lead generation and conversion process, from created to assign to qualified.<br />
* Opportunities by Stage: this chart will show the aggregated currency value of open sales opportunities by stage. Only sales opportunities in the base currency of the application will be shown on this chart.<br />
* Open Cases: this chart will show the number of customer service cases by their current status.<br />
* Activities by Team Member: this chart will show the number of open activities, including meetings and sales calls, that each team member has been assigned to.</div>Sichen