In this article, we will give you an overview of the Taimer Dashboard.
Plans: Free CRM, Sales CRM, Project Management, ERPPermissions: activities, invoicing, expenses, leads & deals
To get a complete picture of how your business is doing, navigate to the Dashboard module in the blue sidebar. The Taimer Dashboard offers 5 overviews.
- Activities Overview
- Won Deals Overview
- Invoicing Overview
- Expenses Overview
1. Activities Overview
You can see all your team and sales activities here.
2. Pipeline Overview
You can view the different stages and status of your sales pipeline.
3. Won Deals Overview
Here you can see revenue and margin of all the deals that were won.
4. Invoicing Overview
The invoicing box gives you a summary of all your invoices that are paid, in waiting, sent, credited etc.
5. Expenses Overview
Get a summary of all your expenses and the spend type from this section.
Each user has a personal Notes Section on their Dashboard. This is not visible to others.
By clicking on the grey dropdown in the right-hand corner of the box, you can nimbly choose ten backups of the past Notes.