Through this dashboard the admin can manage metrics displayed on various other dashboards on the Clientell platform.
This Page is meant to sort out the metrics and table arrangements for the Opportunities page, as well as any page where an Opportunities popup appears
Refer to the screenshot below:
These are main metrics for leads, which help keep a tab on what is respectively happening to them; namely ‘Target’, ‘Closed Won’, ‘In Play’, ‘Best Cases’, ‘Commit’, ‘Closed Lost’. You can set the order of these parameters, as you wish to, through the ‘Set Order’ page on the right.
Once edited, and the order set, the metrics appear on the ‘Opportunities’ page, which is the second widget page on the left (as shown above).
The metrics that are set here will correspond to the Opportunities table. This page will have 3 subsections: