📊Dashboard

Step 1: Click on dashboard

The dashboard offers a concise summary of critical business metrics, including Total Opportunities, reflecting ongoing potential deals, and Total Sales (Won), showcasing successfully closed transactions. Active WhatsApp Devices provides insights into the engagement of your business through WhatsApp, while Total Revenue (Earned) quantifies overall financial success. Total Emails Sent reveals the extent of email campaigns, and Active Listing (Marketplace) tracks the number of active product or service listings online. The Follow-Ups section monitors ongoing relationship-building efforts, and the Marketing component assesses the effectiveness of your marketing initiatives. This holistic dashboard empowers timely decision-making by presenting key performance indicators across various business facets, fostering a comprehensive understanding of your operations.

Step : 2 Click on edit dashboard button.

Step 3 : Click the Edit button on the card you want to modify.

Step 4: In the edit panel, select the Chart Type.

Step 5 : Click the Apply Changes button.