ITarian

The Home Console

The home page is shown by default after you log in. The statistics and charts on this page can be customized by adding different widgets.

• Widgets are tiles containing key performance indicators which you can add to the home screen.

• Click the 'Add Widget' button on the home page to get started

• Choose a widget from the list. The chosen tile will appear on the home screen:
  

• Click 'X' at the top-right of a widget to remove it.

• Click the cog icon on a widget to filter which data is shown.

You can add the following widgets:

• History – A real-time feed of user actions performed on records in modules. The 'History' widget cannot be deleted.

 

• Admins can see a complete history of changes across all records. Non-admins can only see their own changes.

• The drop-down about the list lets you switch between a history of actions and a history of comments.

• Funnel - Shows the number of opportunities you have in each stage of your sales cycle.

Use the drop-down above the chart to view the funnels of individual users, groups or the entire company.

• Opportunities by Stage - Shows all current opportunities by sales stage.

• Sales Pipeline – Shows the amount of potential revenue tied up in each stage of your sales cycle.
  

• Revenue by Salesperson – Shows revenues generated by different sales representatives on your team
  

You can search for revenue by specific salespersons by clicking the cog icon at the top of the widget.

• Top Opportunities - Shows open leads with the highest projected revenues

• Leads by Status - Shows the status of open leads and how many are in each status.

Click the cog icon to filter leads by creation date and/or by salesperson.

• Leads by Source - Shows the channels through which your leads were generated. The number of leads created by a particular channel is shown above its bar

Click the cog icon to filter leads by creation date and/or by salesperson.

• Leads by Industry - Shows leads by the industry vertical to which they belong.

Click the cog icon to filter leads by creation date and/or by salesperson.

• Overdue Activities - A list of events which were not completed by the deadline set for the task. 
  

• Key Metrics - A top-level list of important statistics about your sales operations.
  

• Tag Cloud – The list of all tagged records. You can tag a record from any of the CRM interfaces and it will be displayed in the 'Tag cloud' tile in the home page.
  

• Total Amount by Sales stage - Shows a bar chart of opportunities according to their sales stages.
  

• Mini List – Allows you to display summary data from CRM modules.
  

• To add a mini list, click 'Add Widget' button and then click 'Mini List' from the drop down menu.

• In the pop-up, select a desired Module, Filter, and select fields (Max 2) that you want to see records from

• Click 'Save' to apply the filter
  

  



The information of records in the filter will now be displayed in home page.

• Notepad - Allows you to write and save quick notes on the home page.

• Enter notepad name and notepad content details and then click 'Save'.

The note will be displayed on the home interface.

• Click the 'Edit' button at top-right to edit the note

Each module has a dashboard area accessible from the left side of the module interface.

The 'Quick Create' menu on the right ('+' icon) allows you to quickly add new 'Campaigns', 'Organizations', 'Products', 'Vendors', 'Leads', 'Opportunities', 'Services', 'Events', 'Contacts', 'Assets' and 'Price Books'. See Quick Create to create these records in short period.