CRM covers the customer from first contact to long-standing account, split into two perspectives. Sales and Marketing is the pre-sale side: contacts, companies, deals and the follow-up actions that move them. Account Management is the post-sale side: customers, their buildings, the assets inside those buildings, service locations, and national accounts that cover many customers at once.
The Dashboard is where both perspectives meet. It switches between three views so the same page serves the person prospecting, the person keeping accounts healthy, and the person running a national programme.
Dashboard
Open DashboardWho it is for
Sales, account managers and the owner. Whoever opens CRM first thing.
Without it
The pipeline lives in one person's head, account health is discovered when a customer complains, and the national account programme is a spreadsheet of which stores belong to whom.
What it shows
Three sub-tabs. Prospecting: Total Pipeline Value, Open Deals, Active Contacts and Pending Actions, a Pipeline Overview with Win Rate and Won and Lost drills, Recent Activities, and an account-wide Next Actions list. Customer Relations: Total Customers, Buildings, Assets and Locations, then an Account Health row of Open Deficiencies, Outstanding A/R, Coming Due in 30 days and Overdue Inspections, with Job Activity over six months and the Quote Pipeline beneath. National Accounts: accounts, customers and buildings covered, jobs in six months, customers trimmed and buildings customised, plus Jobs by National Account and Work by Type.
What it is worth
- Pipeline in dollars, not anecdotes. Open deals and their total value are on screen before the sales meeting starts, and each card drills to the deals behind it.
- Account health before the phone rings. Open deficiencies, outstanding receivables, inspections coming due and inspections overdue, across every customer, in one row that drills into Jobs and Billing.
- The national programme, measured. How many customers and buildings each national account actually covers, and how much work it generates, instead of a coverage list nobody trusts.
- One page, three jobs. The sub-tabs mean the seller, the account manager and the programme manager share a dashboard rather than each keeping their own.
Pays for itself the first morning Outstanding A/R on Customer Relations is clicked and the collections call list is already built in Billing.
Where to go next
- Every Prospecting card opens the record type behind it: All Deals for the pipeline, Contacts, and Next Actions.
- Customer Relations cards open the matching grid: All Customers, Buildings, Assets and Locations. The Account Health row lands in Jobs and Billing.
- The National Accounts sub-tab is the same data as the National Accounts grid, aggregated.
Good to know
- One tab, two perspectives. Sales and Marketing and Account Management share a sidebar. The dashboard sub-tabs switch the view, and the module remembers which one you were in.
- Every dashboard is account-wide. Nothing here is scoped to the signed-in user, so the card count and the grid it opens always agree.
- Deals are pre-sale records. A deal belongs to a company and a contact. It is never linked to a customer, a quote or a job; converting the company is what carries it across.
- Addresses are USA-only, on purpose. Every address picker in the module restricts to US addresses. That is a deliberate policy, not a bug.