CRM - Dashboard

Modified on Tue, 05 Dec 2023 at 09:46 AM

Click on Dashboard to get a quick overview of your daily and monthly stats. The pie chart on the top left of the screen shows your corporate revenue for the current day. The total amount shows in the middle of the circle, with split values per corporate client displayed in segments around it. Hover your mouse/cursor over a segment to get more details displayed; clicking on a segment will take you to the “Projected Booker Report”.


The chart in the middle of the screen indicates your top accommodation performer for the current month. Hovering your mouse/cursor over the diagram reveals additional information, clicking on it will take you to the Projected Booker Report, where you can extract further details.

On the top right of the screen your Noticeboard is displayed with any current notices. Click “New Notice”, input all details and click “Save Post” to create a new notice. Notices will display for the current date. You can amend a current Notice by clicking the pen icon and making necessary changes. You can delete current Notices by clicking on the trash can icon and clicking “Confirm”.


On the bottom left of the screen there is “My Tasks”. This will display all tasks that have been assigned to you. You can also tick the box to Show all tasks.


On the bottom centre of the screen “Follow Up Leads” will be displayed. This will show current Follow Up Leads and give you a snapshot of information.

Click “New Lead”, input all correct information and click “Save” to add a new Follow Up Lead.


On the bottom right of the screen “My Notes” is displayed. This will show all your notes for the current date. You can add new notes by clicking “New Note”, inputting all correct data and clicking “Save”. You can amend a note displayed on your dashboard by clicking the small pen icon, making any changes necessary and clicking “Save”. You can delete any note shown on your Dashboard by clicking on the trash can icon and clicking “Confirm”.

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