Product Description
Available for version: 7.x, 8.x (other versions are available upon request)
The Performance Indicator dashboards for Vtiger CRM give you the flexibility to create custom performance indicators that perfectly fit your organization's specific needs. This allows you to better monitor and drive business goals. This extension allows you to visualize key metrics in your dashboards, giving you quick insight into your organization's performance. Whether it's sales goals, customer satisfaction or other metrics, this tool makes it easier to track your progress in real-time.
Unlike the standard KPI dashboard, you can create several of these KPI dashboards , each of which you can also configure separately. For example, you can create separate dashboards for Marketing, Sales and the service department.
The Performance Indicator Dashboards for Vtiger CRM module is the ideal solution for organizations that need customized performance analysis. Instead of relying on generic KPIs, you can set your own metrics that are most relevant to your business processes. This extension provides a flexible interface that allows you to easily add and manage metrics, and then use these metrics to generate detailed reports and visual dashboards.
The Performance Indicator dashboards for Vtiger CRM allow you to combine all the important data from different modules of Vtiger CRM, such as sales, customer service and marketing. This ensures that you are always up-to-date and can assess the performance of your team and organization at a glance.
In addition, the extension allows you to set up alerts when certain thresholds or targets are reached or exceeded, allowing you to react immediately to important developments. Whether you want to track sales, measure customer satisfaction or improve operational efficiency, the Performance Indicator Dashboards module for Vtiger CRM provides a clear overview of your critical business data.
By using this extension, you can take Vtiger CRM's reporting and analysis capabilities to the next level and drive your business strategy more effectively.
Includes
- Support for configuring 1 on dashboard with 3 KPIs.
- Standard user guide for configuration.
Benefits
- Complete control: Set the metrics that specifically fit your company's goals and by topic or department.
- Real-time insights: Track the progress of your key performance indicators in real-time.
- Powerful reporting: Use detailed dashboards to evaluate your performance.
- Notifications and alerts: receive notifications when key targets are met or exceeded (customizable via workflows).
- User-friendly interface: Easily configure the metrics most important to your business goals.
Vicus is a Vtiger Certified Solution partner for the Netherlands, Belgium and Germany.
