The Buddy Dashboard
Customise and create a dashboard that presents the information you want.
The BuddyCRM customisable dashboard is the home of your new CRM. From here you can access your customer accounts, see a quick synopsis of your upcoming sales pipeline, check your diary for upcoming appointments, and many other activities. With a single click you can add and remove information as you want, so you can see graphs, tables and analysis or keep it simple and just show your diary for the next week. Everything gets remembered and arranged in the order you want it, so the next time you log in, your reports are presented as you want them.
Buddy’s Dashboard shows:
- Your diary for today, tomorrow, next 7 days
- Your recent and lapsed activities
- An overview of opportunities won, lost and % of target
- Graphical and Table analysis for Sales, Leads, Accounts, Opportunities and Activities
- Your business at a glance