Executive Dashboard
Navigation: Header → Dashboard
The Executive Dashboard is the central intelligence hub of iSales CRM. It gives administrators, sales managers, and individual sales representatives a real-time view of sales performance, pipeline health, revenue progress, and the next actions that need attention.
Dashboard Layout at a Glance
The dashboard follows a clear top-to-bottom workflow:
- Dashboard sub-header — view switcher, date range, sales-rep filter, lead count, and admin quick actions.
- Performance cards — immediate visibility into lead volume, follow-up activity, and customer retention.
- Your Radar — prioritized alerts for overdue, stalled, or high-risk records.
- Suggested Next Actions — AI-assisted recommendations for the next sales step.
- Weekly Team Summary — admin and manager view of team activity across past, current, and upcoming weeks.
- Admin Insights — team performance and lead-source revenue analysis.
- Revenue and project analytics — project mix and revenue-versus-target trends.
- Pipeline and conversion reports — lead, deal, stage, source, and win/loss analysis.
Admin Dashboard vs. Employee Dashboard
Dashboard data and available widgets are automatically scoped to the logged-in user's role.
Feature
Admin /
Employee / User Representative
Data visibility
Company-wide or team-wide leads, deals, revenue, and activity
Only assigned leads, deals, follow-ups, revenue, and activity
Sales-rep filter
Can select any representative or view the entire team
Locked to the logged-in representative's data
• Add Lead
Visible in the dashboard header for quick creation
Hidden; use the Leads module to add a lead
Weekly Team Summary
Visible with a multi-week breakdown for every representative
Hidden; employees focus on their own daily actions
Team Performance table
Hidden; employees focus on their own daily actions
Hidden
Revenue by Lead Source
Visible for channel and conversion analysis
Hidden
Your Radar
Shows alerts with the assigned representative's name
Shows only personal alerts
Charts and financials
Company-wide pipeline, revenue, and deal distributions
Personal pipeline, revenue, and win/loss data
Dashboard Sub-Header and Global Filters
The sub-header controls the parameters used by the dashboard cards, charts, and reports.
- Dashboard View Switcher — switch between saved dashboard views.
- Total Leads Badge — displays the live count of active top-of-funnel leads.
- Date Range Picker — defaults to the current month and supports Today, This Week, This Month, Last Month, or a custom range. The active range appears as a removable filter chip.
- Sales Rep Filter — administrators can filter all dashboard data by a specific representative. Employees remain scoped to their own records.
Changing a global filter refreshes all applicable cards, tables, charts, and trend values together so the dashboard remains consistent.
Performance Cards
Each card displays the current metric, a month-over-month increase or decrease indicator, and a link to the relevant CRM module.
Card
What It Shows
Why It Matters
Click Destination
Click Destination
Total top-of-funnel prospects and month-over-month growth
Measures prospecting volume and marketing momentum
Leads → All Leads
Closed Leads
Leads marked Lost or Disqualified
Highlights drop-offs and coaching opportunities
Leads → Lost Leads
New Leads
Prospects still in New status and awaiting first contact
Helps the team respond quickly before prospects lose interest
Leads → New Leads
Follow-Ups
Active, upcoming, and overdue lead or deal follow-ups
Prevents meetings, calls, and commitments from being missed
Follow-Up Hub
Follow-Ups Taken
Completed follow-up interactions logged by the team
Measures sales activity, consistency, and outreach discipline
Follow-Up Hub
Repeating Customers
Customers with repeat orders or multiple signed projects
Tracks retention, customer lifetime value, and expansion potential
Repeating Customers
Your Radar — Proactive Alert Queue
Your Radar is a prioritized alert feed that surfaces revenue risks before opportunities go cold.
Severity levels:
- 🔴 High: Follow-ups overdue by 48 or more hours, or high-value deals with no activity for 14 or more days.
- 🟡 Medium: Follow-ups due today, or deals approaching their target close date without an active proposal or quote.
- 🟢 Low: Routine reminders and stage-advancement notices.
Available actions:
- Log Outcome — record the result of a call, email, or meeting without leaving the dashboard.
- Reschedule — choose a new date and time and provide a reason.
- Change Status — update the lead or deal status and add notes.
- Open Record — navigate directly to the full Lead or Deal details page.
- View Owner — administrators can see the representative assigned to the flagged record.
Suggested Next Actions — Daily Task Hub
This feed acts as a daily sales assistant. It uses recent interaction notes and AI conversation summaries to recommend a specific next step, such as Send the revised pricing proposal or Follow up on the technical scoping sheet.
- Action — opens the related record or action drawer.
- Clear — dismisses a completed recommendation. A new recommendation can appear when a later interaction creates another required action.
- Priority order — urgent and overdue actions appear before routine tasks.
Weekly Team Summary (Admin Only)
The Weekly Team Summary provides a three-week operating view for each sales representative:
- Last Week — completed calls, closed deals, and logged outcomes.
- This Week — active meetings, proposals, negotiations, and scheduled follow-ups.
- Next Week — planned demos, renewals, and outreach.
Each representative appears in an expandable card with an avatar or initials, name, an activity summary, and three quick counts: Done, This, and Next. Use the + and − controls to expand or collapse the detailed three-column breakdown.
Admin Insights (Admin Only)
Two tables provide a quick leadership review:
Sales Team Performance
- Sales Representative
- Leads Assigned
- Deals Won
- Revenue Booked
- Win Rate
- Target Achievement
The View All link opens the detailed team-performance analytics module.
Revenue by Lead Source
- Acquisition channel, such as LinkedIn, Referrals, Website Inbound, Outbound, or Campaigns
- Total lead volume
- Revenue generated
- Conversion rate
This view helps administrators identify the highest-performing acquisition channels and allocate prospecting and marketing resources effectively.
Revenue and Project Analytics
Project Summary — Semi-Donut Gauge
Shows the mix of booked revenue by project type:
- 🔴 Hourly Revenue
- 🔵 Fixed-Cost Revenue
- ⚫ Dedicated-Team Contracts
The center of the gauge displays total booked revenue. Administrators can filter the summary by date or sales representative and switch between INR , USD , AUD, CAD , and EUR .
Revenue Generated vs. Target — Trend Chart
Compares actual closed-won revenue with assigned sales targets. Use the time-scale switcher to view monthly, quarterly, or yearly performance. Currency selection applies to the chart values.
Pipeline, Lead, and Deal Reports
Lead Report — Bar Chart
Use the dimension selector to analyze leads by:
- Lead status: New, Contacted, Qualified, Negotiation, Unqualified and more
- Industry: IT , Agriculture, Healthcare, Manufacturing, Finance, Retail, and more
- Source: Advertisement, Web, Social, Referral and more
Use Export PDF to generate a board- or client-ready report.
Sales Pipeline — Donut Chart
- Switch between Lead/Dedicated and Prospect/Fixed Cost pipelines.
- Toggle between deal amount and deal count.
- Apply the selected currency to monetary values.
- Review the total value held in each pipeline stage.
Won vs. Lost — Conversion Chart
Compare won and lost leads or deals using the filter provided. This highlights conversion efficiency and loss patterns.
Deal Report — Stage Distribution Bar Chart
Shows deal volume and value by stage. Filter by Lead/Dedicated and Prospect/Fixed Cost pipeline and use Export PDF to download a standalone report.
Dashboard Data Reference
Dashboard Section
Purpose
Performance Cards
Displays cards values and month-over-month changes
Your Radar
Shows prioritized alerts, severity, risk, and overdue follow-ups
Suggested Next Actions
Provides AI-generated next steps from interaction history
Clear Next Action
Dismisses a completed recommendation
Weekly Summary
Shows past, current, and upcoming team activity buckets for administrators
Admin Insights
Displays team performance and revenue by lead source for administrators
Project and Revenue Analytics
Shows project revenue mix and time-based revenue trends
Lead and Deal Reports
Provides aggregated lead, status, industry, source, and deal-stage analysis
Dashboard Usage Tips
- Start with Your Radar to resolve urgent risks before reviewing broader trends.
- Use the date and sales-rep filters before comparing performance.
- Select a Performance card to move directly into the records behind the number.
- Review Suggested Next Actions daily so important follow-ups do not remain unresolved.
- Administrators should review the Weekly Team Summary and Admin Insights during weekly pipeline meetings.
- Export Lead and Deal Reports when a PDF snapshot is required for leadership or client discussions.
