simply CRM offers different home page widgets that will provide graphical representation of current status and key performance indicators. As complete analysis of data is displayed on one single screen, decisions and conclusions can be monitored at a glance.

List of widgets displayed on Home page

Notes

Admin users can deny normal user’s access to Home page through Profiles.

History

It displays the operations performed on records 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 on records.

Notes

History is a default widget and cannot be deleted.

Upcoming Activities

It displays the list of Events and to dos that are scheduled to be done in future.

Upcoming Activities is a default widget and cannot be deleted.

Funnel

It displays the list of Opportunity records according to their Sales stages.

Opportunities by Stage

It displays the graphical representation of Opportunity records of different users according to Sales stages.

Total Revenue

Pie diagram of revenues brought by different Sales reps are displayed

Top Opportunities

Detailed list of Opportunity records and revenues are displayed.

Notes

Opportunities with sales stage “Closed Won” and “Closed Lost” are not 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.

Tickets by Status

Graphical representation of Trouble Tickets are displayed according to their Status.

Open Tickets

Pie diagram displays open tickets assigned to different users in your simply CRM account.