Second CRM offers different home page widgets that will provide a graphical representation of current status and key performance indicators. As complete analysis of data is displayed on a single screen, decisions and conclusions can be monitored at a glance.
List of widgets displayed on Home page
- Top Potentials - Detailed list of Potential records and revenues are displayed.
- Leads by Status - Graphical representation of Leads are displayed according to the Lead Status.
- Leads by Source - Graphical representation of Leads are displayed according to the Lead Source.
- Leads by Industry - Graphical representation of Leads are displayed according to the Industry they belong to.
- Overdue Activities - Displays the list of pending events and to dos.
- Service Request by Status - Graphical representation of Service Requests are displayed according to their Status.
- Open Service Request - Diagram displays open Service Requests assigned to different users in Second CRM.
- Leaves - Displays list of employees currently on leave and any future leave.
- Leaves pending Approval - Displays list of Leaves which are waiting for approval.
- Timeline - It displays the operations performed on record in modules such as Create and Edit. It also displays the comments made on a record. As it displays complete history, it will help the administrators to track the changes made to records.
- Upcoming Activities - It displays the list of Events and to dos that are scheduled to be completed in future. Upcoming Activities is a default widget and cannot be deleted.
- Sales Funnel -Displays the list of Potentials on record according to their Sales Stage.
- Potentials by Stage -Displays a graphical representation of Potentials on record, as assigned to different users according to Sales Stages.