CRM Dashboard


Dashboard is a term that is widely used to describe an application interface that provides users with quick access to information or common tasks. In CRM (customer relationship management) the dashboard is used to monitor business performance and CRM data and reports are often shown in the dashboard to provide a quick and easy overview of current business performance using charts, graphs, and maps.

A CRM dashboard is designed to let users perform some specific actions and tasks with a single mouse-click from this interface. For example, a click from the CRM dashboard could provide you with a detailed report on any lead follow-ups that are scheduled for today.

Read Also:

  • CSS customer self-service

    Customer self-service (abbreviated as CSS) refers to methods and processes put in place by a business so that a customer can interact with the business at their convenience. Customer self-service is used in customer relationship management (CRM) systems and may also be a part of employee relationship management (ERM). Usually, customer self-service applies to account […]

  • desktop virtualization

    Desktop virtualization, often called client virtualization, is a virtualization technology used to separate a computer desktop environment from the physical computer. Desktop virtualization is considered a type of client-server computing model because the “virtualized” desktop is stored on a centralized, or remote, server and not the physical machine being virtualized. Desktop virtualization “virtualizes desktop computers” […]

  • inbound CRM (Customer Relationship Management)

    Inbound CRM (customer relationship management) is the term used to describe customer experience when the customer initiates the contact with the business. The contact can be initiated through any means of communication, including an inbound call center or via the business’ online website. Often, inbound CRM is a part of the sales or customer support […]

  • Computer Network Technician

    A Computer Network Technician is an information technology professional engaged in various businesses to build and troubleshoot computer networks. These individuals focus on setup, repair, and troubleshooting of both hardware and software products that are incorporated in a business’s operations.

  • Client Support Manager

    A client support manager is expected to administer the delivery of services to clients as well as provide support to business development, client management, and service delivery teams. Serving as a link between business management and clients, a client support manager plays an integral role in business communications. Client Support Manager Responsibilities Holders of this […]


Disclaimer: CRM Dashboard definition / meaning should not be considered complete, up to date, and is not intended to be used in place of a visit, consultation, or advice of a legal, medical, or any other professional. All content on this website is for informational purposes only.