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Dashboard and Analytics
Dashboard displays an overview of your workflow, gives you a clear glance at your leads and deals summary, deals performance, etc. As the role of team leader, you can have an overview of team leads/deals summary and deal managers performance to track the team working load.
Analytics panel gives you more insights into leads and deals reports including their summary, status, categories distribution, and various performance metrics in different scope including deals, teams, funds, etc. You can easily export data for further statistics and study.
Last modified 8mo ago