How to View the Analytics Dashboard in WeekMate CRM
How to View the Analytics Dashboard
Overview
The Analytics Dashboard in WeekMate CRM provides visual insights into your sales performance and pipeline activity. It helps you monitor key sales metrics through interactive charts and reports, enabling you to evaluate performance and make data-driven decisions.
You can switch between different analytics views, such as Pipeline Reports and Sales Performance, and apply filters to analyze data for specific team members or time periods.
Before You Begin
Before accessing the Analytics Dashboard, make sure:
You are logged in to your WeekMate CRM account.
You have permission to access analytics and reports.
Sales data is available in the system for analysis.
Steps
Log in to your WeekMate CRM account.
Click the Analytics button located in the top-right corner.
Review the available sales analytics and visual reports.
Switch between the Pipeline Report and Sales Performance views as required.
Use the available filters to refine the displayed data.
Select a specific team member, if required.
Choose the desired date range to analyze a specific time period.
Review the updated charts and metrics based on the selected filters.
The Analytics Dashboard will display interactive insights that help you monitor sales performance, evaluate pipeline health, and analyze business trends.
Video Tutorial
Watch the video below for a complete walkthrough of using the Analytics Dashboard in WeekMate CRM.
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