A business dashboard is useful when it allows you to understand which records require attention. In CRM AI Pro, the path from KPIs to details helps turn an aggregate reading into a list of concrete tasks.
Read KPIs and commercial performance
- Open Overview and check the period and scope of the data shown.
- Compare counters, values and trends of new opportunities.
- Open the detail from the KPI or graph to understand which records make up the number.
- Reread the meaning of the total, because the nominal value can also include completed phases.
Use charts to open records
- Open the Overview and locate the graph linked to the business question.
- Select the clickable area or data to reach the relevant set of records.
- Read the filter and context of the new view before comparing the results.
- Return to the summary to relate progress, activities and opportunities.
Putting this into practice
If an indicator changes, check the period and filters before interpreting it. Then open the linked records to see which opportunities contribute to the result.
Learn more about CRM AI Pro.
Comments and questions
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