Dashboard

1.1. Daily Task: View sales staff activities, track progress, update status.

All Tasks : List of sales staff tasks.
Leads/ Customers : List of tasks related to customers and potential customers.
Users Monitoring : Monitor user operations on CRM including metrics such as number of price searches, most searched routes, etc.
Export Excel : Export Daily Task report to excel (Pending).

1.2. Salesman Activity Tracker. Summary of activity metrics for each employee, including:

Saleman/ Branch : Sales staff information and branch they work for.
Total Tasks : Total number of tasks - aggregated from Daily Tasks (In Progress / Total).
Meet Customer Tasks : Total number of meeting customers tasks - aggregated from Daily Tasks.
New Leads/ New Customers: Total number of new customers (Create CS or Permission from old CS) and new leads (Created on CRM system).
Total Requests: Total inquiry requests collected from the system. (Including requests for price checking sent to pricing and requests automatically created when creating quotations).
No Response Req.: Number of requests not yet responded to by customers, not yet updated to Win/Mismatch/... status.
Overdue Req. Count.: Number of times the system sent reminder emails for late customer response updates.
Overdue Req. Count.: Number of times the system sent reminder emails for late customer response updates.
Quotation Count.: Number of times quotations were exported from the system.
Booking Count.: Number of times internal booking was successfully created.

By default, the software will load the current month's report. Select report time by clicking the This Month button -> select custom time

For some metrics, you can click to view detailed data.

View status reports, win rate/volume Inquiry by different dimensions such as service, route, salesman, pricing.

On the toolbar, select Pricing Dashboard.

Support function bar includes:

Type Of Service : Filter by service type.
Bee HPH : Select company/branch to view data (Default displays branch according to user login).
This Month : Select report time. (Default loads current month's report).
View all : View raw data, all Inquiry Requests data.

1.1. Volume Performance: View volume summary by each service type.