What is a CRM Dashboard?

In today’s era, CRM or Customer Relationship Management is among the most important software to serve & engage the leads and turn them into paying customers. Dashboards are a crucial aspect of CRM software as they provide a comprehensive view of sales activities and key performance indicators (KPIs) in your organization. CRM dashboards can be used by the entire organization to see an overview of the sales pipeline, goals, daily tasks, user activities, key deals, etc. Other than tracking the progress of a lead in the sales pipeline, one can also track the progress of individual sales team members to increase efficiency and boost sales.

Manage Data Effortlessly with Tutterfly Real-Time CRM Dashboard

Tutterfly CRM dashboard offers you a wide array of benefits to help improve your business efficiency and streamline the workflow.


Performance Tracker:

Compare your monthly performance through the sales forecasting feature on Tutterfly CRM dashboard. You can use the open and closed deals to forecast your future sales or targets of your organization. Use the insights provided by the CRM dashboard to analyze your sales performance over a specific period of time.


Task Updates:

The CRM dashboard reminds you about your daily tasks under the “Today’s Task” section so that you never miss out on them. It may include payment follow-ups, email conversations, proposals, and calls with customers. For timely closure, these tasks can be assigned to the team members.


Track User Activities:

The CRM dashboard gives you a complete view of all the user activities taking place in your organization. It helps in keeping track of important updates in case a new opportunity is updated or creation of report or other client related activities.


View Recently Uploaded Files:

With Tutterfly CRM dashboard you can easily view and access the recently uploaded files or documents. The Tutterfly document management modules stores your valuable sales documents, PPTs, and company profiles that can be accessed anytime, anywhere.


Key Deals Notifications:

Tutterfly CRM Dashboard provides you a complete view of all your key deals. You can mark your specific opportunities as key deals and they will be appearing on the dashboard. Further you can track the sales stages of key opportunities in your sales pipeline.

Benefits of CRM Dashboard

Real-Time Updates

A CRM dashboard reflects instant updates in your data, which can help your business in making quick decisions.

Visualized Sales Goals

This feature of CRM dashboard makes it easier for the organizations and sales reps to develop and keep track of sales goals.

Financial Forecasting

A CRM dashboard allows you to perform sales forecasting and helps your business in predicting future revenue and sales performance.

Streamlines Team’s Work

CRM dashboards helps your team in prioritizing tasks that should be done first by providing an easy access through the dashboard itself. It saves time of sales reps and fast-track the sales process.

Now No More Juggling Between Different Tools

Make selling easy with Tutterfly CRM Dashboard and get access to multiple modules in one place.

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Frequently Asked Questions

A CRM system works as a central place for businesses to store customer data, track customer interactions, capture leads, collaborate with teams, and more. It helps a business in managing relationships with existing and potential customers, streamlining workflow through automation, tracking sales pipeline, managing leads and opportunities, improving key decision-making with reports, lead nurturing and more.
A travel CRM dashboard allows travel agents and tour operators to quickly access customer and business data and also gain insight into the overall productivity and performance of the business. From received enquiry to deal closure, sales performance, and daily tasks, know exactly what is going on with the business at any given time.
Here are some of the key features of CRM dashboard:
  • Unifies data
  • Track monthly performance
  • Reduce admin work
  • Track sales activities
  • Track key deals
  • Access important files
Tutterfly allows you to set reminders on activities such as tasks, log-a-call or email to the customers. The CRM dashboard displays all your daily task reminders, key deal, and other important activities so that you never miss out on any opportunity.
Yes, Tutterfly CRM provides you a complete view of your sales performance where you can set the monthly sales targets and track the open and closed deals to predict future revenue and also keep track of your sales team’s performance.