Reports & Analytics
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 ...
How to See the Report of User
Overview The Reports module in WeekMate CRM enables you to generate, view, and manage reports for analyzing sales activities and business performance. You can access existing reports, customize the displayed data, add or remove report columns, and ...
How to See My Dashboard of Different Users
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 ...