Catalystk CRM allows to view your entire business in dash board.
Catalystk allows to view your entire business in dashboard. A business intelligence dash board is a tool where you can see the data in a single screen to know the status of your business. Catalystk dash board shows you all data of your entire business like daily, weekly, monthly, and quarterly in single screen. The dash board shows information of overall business view, sales projections, leads generated, quotations generated, support tickets raised, invoice values, and the overall finance view up to 90 days.
Catalystk also has free CRM software, ERP software, Manufacturing software, service software, AMC management software, inventory software, free GST invoice software, 500+reports, and quotation software.
Benefits of dash board view:
Steps to view dash board:
1. On the left side of the screen, click the "Home-Dashboard" tab.
2. In the "Home-Dashboard" tab, view the business view, sales projection, leads, quotations, support tickets view like daily, weekly and monthly.
3. The view of invoice values and finance view are shown by weekly, monthly and 90 days.
4. Below the dash board tab, you can be able to view today followups, missed followups,deals, task, and purchase request tabs respectively for you to process further.
NOTE: For any clarifications Kindly contact the support team.