🕖 3 min read | Maple CRM
Effective sales management depends on having clear visibility into your team’s activities and performance at all times. When information is scattered across spreadsheets or buried in reports, decision-making slows down and opportunities can be missed.
Maple CRM eliminates this challenge by offering intuitive Sales Dashboards and Custom Views that give teams instant access to key data and actionable insights, helping them track progress, prioritize tasks, and accelerate conversions with ease.
Centralized Sales Dashboards for Real-Time Insights
Maple CRM’s Sales Dashboards provide a comprehensive snapshot of your sales pipeline and team performance in real time. Executives and managers can instantly track lead inflow, deal progress, revenue forecasts, and activity status – all from a single screen.
Dashboards include visual elements like charts, graphs, and KPIs that make it easy to monitor sales metrics without digging through multiple reports. This real-time visibility helps teams:
- Identify bottlenecks in the sales process
- Track individual and team performance
- Forecast revenue with better accuracy
- Make quick, informed decisions
By offering a clear overview of sales health, dashboards turn data into actionable insights that help drive consistent growth
Multiple and Custom Dashboards- Segregate effectively, Manage efficiently
Maple CRM provides the easiest way to manage multiple sales pipelines, multiple bar charts and multiple teams right from 1 screen. Multiple dashboards in Maple CRM are custom configurable.
Example: If you are a team of 15 executives, half working in India and half working in UAE, you can have one dashboard dedicated to each team and the third one depicting overall sales funnel- which will be a useful insight for the admin or the managers.
In addition to this, you can also create dashboards for specific purposes like – Sales of product A, Sales of product B, etc. Or even- Front office sales, Back office sales, Field Sales, Service and Overall sales funnel.
Each and every chart (Funnel, Bar, Pie, Doughnut) is custom configurable as per the executive’s requirements. The data required for admin may not be the one useful for a field service executive. That’s why, each user has their own choice of custom configuration of the dashboards AND the charts in it.
Custom Views for Focused Tracking
While dashboards show the bigger picture, Custom Views in Maple CRM allow each user to personalize their workspace. Sales executives can filter records based on their preferences, such as lead status, follow-up date, assigned user, region, or deal stage and save these filters as custom views for easy access.
This feature helps sales teams:
- Focus on the most relevant leads and tasks
- Eliminate clutter and reduce time spent searching for data
- Quickly follow up on time-sensitive opportunities
- Improve productivity with a clear, organized view of work
By tailoring their data view, users can work smarter and ensure no critical lead or activity slips through the cracks.
One-click data access from Dashboard
Just by clicking on any of the statuses in the sales funnel, get all the details of the accounts in that category, quickly view the status, add notes, add reminders, connect through WhatsApp or Call in just 1 click. All this-done right from the dashboard.
Intuitive data access makes the lead management a far more easier and the least time consuming process.
Combining Dashboards and Custom Views makes Maple CRM a powerful platform for tracking and decision-making. While dashboards give you strategic oversight, custom views provide operational focus. Together, they streamline your sales processes, save time, and empower your team to act faster.
Maple CRM provides a robust system for management of the entire workflow- right from lead management, client management, service management and support management.
Connect with Maple CRM team today and schedule a demo as per your convenient time!
Maple CRM: Sales and Process management software for SMEs.
The most user-friendly and smart software for thriving businesses for an automated workflow which boosts productivity.
info@maplecrm.com | +91 9+91 9538925641 | www.maplecrm.com