Overview

The Dashboard in WeekMate CRM provides a centralized view of your sales performance and business activities. You can view company-wide performance metrics, switch to My Dashboard to monitor your own assignments, or filter the dashboard to view analytics for specific team members.

This flexibility helps managers track team performance while allowing individual users to focus on their own tasks, opportunities, and progress.

Before You Begin

Before viewing dashboards, make sure:

• You are logged in to your WeekMate CRM account.
• You have permission to access the dashboard.
• You have the necessary access rights to view other users' dashboards, if applicable.

Steps

1. Log in to your WeekMate CRM account.
2. Open the Dashboard.
3. Review the company-wide performance metrics and analytics.
4. Click My Dashboard to view your personal assignments and activities.
5. Use the User dropdown menu to select a specific team member.
6. Review the dashboard analytics for the selected user.

The dashboard will display the relevant metrics and performance data based on the selected view, helping you monitor both individual and team progress.

Video Tutorial

Watch the video below for a complete walkthrough of viewing dashboards for different users in WeekMate CRM.