The Dashboard in the Fr8labs CRM module and provides a real‑time snapshot of your sales performance and lead pipeline health. It helps sales managers and sales users answer questions such as:

• How many leads or deals do we have in the pipeline today?

• Which stages are slowing us down?

• Are we meeting our revenue targets?

• Which sources or salespeople are performing best?

  
  

  By default, Sales Managers dashboards show team data, but they can filter by Sales User to see individual data. Sales Users are only able to see their own data.

Dashboard Filters

At the top of the dashboard are two key filters that allow you to refine the data displayed:

• Date Range Selector – choose predefined periods such as Last 30 Days, Last Quarter or define a Custom Range. Selecting a different date range immediately refreshes all charts and metrics to reflect that period, helping you analyse short‑term and long‑term trends.

• Sales User Selector (visible to Sales Managers) – select an individual salesperson to see their personal performance. Switching between users updates every dashboard component, so you can compare pipeline metrics, conversion rates and revenue contributions across team members.

Use these filters individually or together to focus on the information most relevant to your analysis.

Summary Cards

At the top of the dashboard are quick‑glance cards. Each card is a metric summarising the current state of your pipeline.

• Total Leads – displays the number of leads currently recorded in the system.

• Average Time to Close – the average number of days it takes to convert a lead into a won deal.

• Total Deals – shows how many deals exist in the CRM (across all stages).

• Ongoing Deals – counts deals that are still in progress (not yet won or lost).

• Won Deals – the number of deals marked as won.

• Average Deal Value – calculated average of the value of all deals in the pipeline.

• Average Won Deal Value – average revenue of deals that have been marked as won.

Sales Trend Chart

• Purpose: Visualises the volume of leads, deals and won deals over time.

• Axes:

  • X‑axis shows the timeline (daily, weekly or monthly view based on filter selection).

  • Y‑axis shows the count of leads/deals.

• Interactivity: You can toggle data series on or off (for example, hide Leads to focus on Deals vs Won Deals).

Forecasted Revenue

• Purpose: Compares projected revenue (based on open deals and their probabilities) to actual revenue from won deals.

• Bars/Lines:

  • Projected Revenue series displays the potential revenue if all deals close according to their probability.

  • Actual Revenue series shows confirmed revenue from won deals.

• Filter Options: Typically includes time range selections (This Month, This Quarter, Year to Date) and may allow grouping by salesperson or territory.

• Interpretation: If actual revenue lags projected revenue, you may need to accelerate deals or adjust forecasts.

Funnel Conversion

• Purpose: Illustrates the conversion ratio from leads to deals to won deals.

• Structure:

  • Top layer – Leads: total number of leads entered.

  • Middle layer – Deals: number of leads converted into deals.

  • Bottom layer – Won Deals: deals successfully closed.

• Insights: A narrow funnel at the bottom suggests either a poor conversion rate or many deals still in negotiation. Use this to identify where prospects drop off.

Deals by Stage

• Purpose: Shows the distribution of deals across pipeline stages.

• Common Stages: Contacted, Proposal Made, Negotiation, Won, Lost (your organisation may customise these).

• View Type: Often a horizontal bar chart; each bar’s length reflects the number of deals in that stage.

• Usage: Helps spot bottlenecks (e.g., too many deals stuck in negotiation) and forecast future revenue.

Leads by Source

• Purpose: Identifies which marketing or lead generation sources are most effective.

• Sources: Typical drop‑down categories include Email Campaign, Website, Referral, Cold Call, Event, Partner, Social Media, Other.

• Chart Type: Pie or bar chart representing the count of leads from each source.

• Question Answered: Are my marketing campaigns generating high‑quality leads?

Deals by Source

• Purpose: Tracks which lead sources contribute to actual deals.

• Insights: Comparing Leads by Source vs Deals by Source highlights channels that convert well versus those that bring in unqualified leads.

Deals by Territory

• Purpose: Shows which geographical territories (e.g., Singapore, Malaysia, USA, Europe) contribute the most deals.

• Applications: Helps allocate sales resources geographically and identify emerging markets.

Deals by Salesperson

• Purpose: Compares deal volume and performance across sales team members.

• Metrics: May include number of deals, total deal value and conversion rate per salesperson.

• Usage: Useful for performance reviews and resource planning.

Lost Deal Reasons

• Purpose: Analyses why deals were lost to improve future sales efforts.

• Reasons List: Typical drop‑down options are Price, Service Offering, Timing, Customer Budget, Competition, Customer Not Ready, Other.

• Chart: A bar or pie chart summarising the count of lost deals per reason.

• Considerations: Encourage salespeople to fill in a lost reason when closing deals so this chart provides actionable insights.

Interacting With the Dashboard

• Filters: Most charts and metrics allow filtering by date range (Last 7 days, Last 30 days, Year to Date, Custom) and other dimensions like salesperson or territory.

• Customisation: Users can often rearrange widgets or hide those they do not need.

• Export: Some dashboards support exporting data to Excel or CSV for deeper analysis.

• Common Questions:

  • How do I drill down into a chart? – In many cases you can click a bar or segment to view the underlying records.

  • How do I compare different date ranges? – Use the date filter to switch between periods and observe trends.

Practical Tips

• Review the dashboard at the start of each day to understand what needs attention.

• Encourage team members to update the status of leads and deals promptly so metrics remain accurate.

• Use the “Lost Deal Reasons” chart as a coaching tool to address recurring issues (e.g., pricing, service quality).