Skip to main content

CRM Dashboard

Manage customer relationships and track pipeline performance

Total Revenue

24,563

+12.5% from last month

Active Deals

247

+8.2% from last week

New Leads

89

-2.4% from yesterday

Pipeline Overview

Prospecting 45 leads
Qualified 32 leads
Proposal 18 deals
Negotiation 12 deals

Recent Activities

User avatar

Sarah Johnson

Closed deal with Acme Corp - $45,000

2 hours ago

User avatar

Mike Chen

Added new lead: TechFlow Solutions

4 hours ago

User avatar

Emma Wilson

Scheduled demo with Global Systems

6 hours ago

Top Performing Accounts

Account Value Stage Owner
Acme Corporation 25,000 Closed Sarah J.
TechFlow Solutions $89,500 Negotiation Mike C.
Global Systems Inc $67,200 Proposal Emma W.

Content Studio

Create stunning reports, dashboards, and presentations

Dashboard interface

Interactive Dashboards

Build real-time dashboards with drag-and-drop widgets

Mobile interface

Mobile Reports

Design responsive reports for all devices

App interface

Social Analytics

Create social media performance reports

Quick Actions

Recent Projects

Q4 Sales Dashboard

Updated 2 hours ago

Published

Marketing ROI Report

Updated 5 hours ago

Draft

Client Presentation

Updated 1 day ago

Review

Reports & Analytics

Transform data into actionable insights

Revenue Trends

Customer Acquisition

Key Metrics

Conversion Rate 3.2%
Avg. Deal Size $8,450
Sales Cycle 21 days
Churn Rate 2.8%

Report Templates

Export Options

Data Visualization

Create interactive charts and dynamic visualizations

Sales Performance

Customer Segments

Chart Types

Data Filters

Visualization Tools

Interactive Dashboard

Presentation Builder

Create stunning presentations in minutes, not hours

Minimalist presentation design

Minimal Template

Clean, modern layouts with subtle beige tones

Round podium design

Organic Theme

Natural textures with soft lighting effects

Big idea screen

Big Ideas

Impact-focused slides for bold concepts

Slide Library

Title Slide

Chart Slide

Video Slide

Image Slide

Quick Actions

Recent Presentations

Q4 Sales Report

Updated 2 hours ago • 12 slides

Marketing Strategy

Updated 1 day ago • 8 slides

Product Launch

Updated 3 days ago • 15 slides

Collaboration Hub

Work together seamlessly across teams and projects

Team meeting

Active Teams

M

Marketing Team

12 members • 3 projects

S

Sales Team

8 members • 5 projects

Conference room

Recent Activity

User avatar

Sarah added comment to Q4 Report

2 minutes ago

User avatar

Mike shared new dashboard

5 minutes ago

Open-plan office

Team Members

Team member Team member Team member
+5

Live Projects

Q4 Analytics Dashboard

3 people editing • Last save 1 min ago

User User User
Live

Marketing Campaign Report

2 people editing • Last save 5 min ago

User User
Live

Sales Forecast 2024

4 people editing • Last save 2 min ago

User User User User
Live

Shared Workspaces

Q4 Planning

12 files • 8 members

Client Reports

25 files • 5 members

Quick Actions

Integrations

Connect your favorite tools and services

API integration dashboard

CRM Platforms

Connect with Salesforce, HubSpot, and more

Computer monitor

Analytics Tools

Sync with Google Analytics, Mixpanel, and others

Green display screen

Productivity Apps

Integrate with Slack, Notion, and Trello

Connected Services

Salesforce

Last sync: 2 minutes ago

Connected

Slack

Last sync: 1 hour ago

Connected

Google Analytics

Not connected

API Status

Uptime 99.9%
Response Time 120ms
Rate Limit 10,000/hour
Active Connections 247

Available Integrations

SF

Salesforce

CRM & Sales

GA

Google Analytics

Web Analytics

SL

Slack

Communication

ZT

Zapier

Automation

Settings

Minimal dashboard design

Appearance

Customize your dashboard layout

Tranmautritam workspace

Notifications

Control alert preferences

Magazine mockup

Team Settings

Manage team permissions

Account Settings

Security Settings

Two-Factor Authentication

Add extra security to your account

Session Timeout

Auto-logout after 30 minutes

Data Encryption

Encrypt data at rest and in transit

Data & Privacy

Export Data

Download your data in CSV or JSON

Delete Account

Permanently remove all data

API & Integration

Webhook URL

Receive real-time updates

Save Changes

Update your settings to apply changes