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Aptean CRM - Dashboards

Aptean CRM - Dashboards

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Explore Aptean CRM

Aptean CRM - Dashboards

12 März 2020

Aptean Staff Writer


  • A Real-Time Look at Your Business, All in One Snapshot
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Monitor your business and sales opportunities through the Aptean CRM Dashboard. The interactive dashboard provides a real-time snapshot of your business and helps management, sales, customer service, marketing and contact centers measure and develop quality analytics for business reporting’s. With just a few clicks, you’ll be able to drill down into key metrics, export data, customize interactive visuals and more. Make the most out of your business with Aptean CRM.

  • Information at a Flash. Gain an immediate look into your business with information on customer lead status, campaign status, revenue and more immediately upon logging in.

  • Overall Transparency. With an instant view of your business, Aptean CRM dashboard leaves no questions in terms of where your business is and how well it is performing.

  • Improved Company Communication. Information updated in real-time, breaks down silos across departments with key information needed to avoid mistakes and taking on projects that are already in the works.

See More with Intuitive Management Dashboards

Build Your Own

With Aptean CRM, you’re able to use only the data that’s most applicable to your unique needs. Dashboards include graphs and charts that are completely interactive, giving you the chance to drill down into the data directly through the visual. As part of the management functionality, you’re able to set preferences based on what data and visuals you’re most interested in seeing through the CRM application dashboard.

Utilize Dashboards

Dashboards are a great way to get a snapshot of important data, without getting into the detailed analytics of reports. Within dashboards, you’ll be able to view opportunity funnels, monthly sales reports, key performance indicators (KPIs), pending activities, and so much more. Aptean CRM includes the following dashboards:

  • Marketing Dashboard: Get instant access to your marketing metrics with an overview of opportunity status, campaign costs, outgoing emails, marketing expenses and more Daily Planner Dashboard: A visual overview of your daily plan, including a calendar, your to-do list, alerts and aging activity.

  • Daily Planner Dashboard: A visual overview of your daily plan, including a calendar, your to-do list, alerts and aging activity.

  • Management Dashboard: Keep an eye on your team’s progress with a dashboard that includes a to-do list by rep, completed activities, activities by results, open incidents, opportunities by value and more.

  • Sales Dashboard: A snapshot of your hot opportunities, to-do list monthly sales, top customers and more.

  • Calendar Dashboard: View your to-do list and upcoming activities in a daily, weekly or monthly calendar format.

  • Website Visitors and Leads: Track website visitors, lead activity, page visits and more with our Visitors and Leads dashboard, included in our marketing automation platform at no extra cost.

  • Contact Agent Dashboard: A must-have for any call center agent, including open incidents, unassigned incidents, alerts and calling queues.

  • Customer Service Dashboard: Track incidents by volume, performance by rep, open cases and more with our intuitive Service dashboard.

Within Dashboards, Segment Panels

Looking to utilize a bar chart to depict productivity among your sales reps? Or a line graph to determine the progress of your customer service reps? No problem! Our interactive sales and management dashboards come completely customizable, so you’re able to view exactly what you need to and hide everything that you don’t.

Want to find out how our customer relationship management software, Aptean CRM, can help your business? Contact us today to chat with one of our experts or schedule a demo.

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