search ESC
search

Start typing to search...

Zoek naar features, prijzen, documentatie, blog posts...

Understanding Dashboard KPIs And Metrics

Learn how to interpret the key performance indicators on your dashboard to make better business decisions.

list Table of Contents expand_more

Accessing Dashboard KPIs

1

Open The Dashboard

2

Select Time Period

3

Filter By Team Or Agent

4

Analyze KPI Trend Charts

5

Export Dashboard Data

Compare With Previous Periods

Avoid Vanity Metrics

Frequently Asked Questions

Related articles

rocket_launch Getting Started

Understanding Dashboard Overview

Learn how to use the dashboard as your control center and get immediate insights into your key metrics and activities.

schedule 7 min
handshake Deal Management

Deal Reporting and Key Metrics

Learn which deal metrics matter, how to generate reports, and how to use data for better business decisions.

schedule 8 min
handshake Deal Management

Lead-to-Deal Conversion Optimization

Advanced strategies to dramatically improve your conversion rate and turn more leads into closed deals.

schedule 12 min
search