Overview
The Dashboard Report in SalesExec provides a real-time visual overview of key metrics, lead activity, and performance indicators. Dashboards allow administrators and managers to monitor sales operations at a glance, track trends, and quickly identify areas requiring attention. Customizing dashboards ensures relevant data is visible for your team’s needs and supports data-driven decision-making.
Dashboards consolidate information from multiple sources, helping teams respond faster and manage workflows effectively.
Key Functionality
Display lead and user activity metrics in real time
Track KPIs such as lead conversions, call volume, and task completion
Customize dashboards for individual users, teams, or departments
Support multiple visualization options including charts, graphs, and tables
Filter and segment data by campaigns, lead sources, or time frames
Enable managers to monitor performance trends and optimize workflows
How to Use This Feature
Navigate to More > Reports > Dashboard Report in SalesExec.
Click on Dashboard.
There is a prompting question to assist in creating charts.
Click Create Charts.
If you select to Create Charts, a few standard charts will populate for you; from here you can delete what you don’t like, organize the order by drag and drop, as well as have the option to Edit Page (see Edit Page button at the top left side of the screen).
Image 1.1 Create Charts
You can also add more than the standard given by clicking on Add Chart; this populates a menu to choose other reports from.
You can Share the Page with others by clicking Share Page , copy the page by clicking Copy Page. Remove Page deletes the entire page.
Add Page allows you to have multiple pages of charts.
Image 1.2 Add Chart / Add Page & other options
If you’d rather not start with the standard default by clicking Create Charts, you can also click the Add Page button.
Name the Page
Next click Add Chart; this populates a menu to choose reports from. You may select as many as you like, or even search for a certain report.
On each Dashboard Chart there are some icons available to give a more dialed in view of those charts.
Image 1.3 Create New Page
Image 1.4 Choose A Chart Type
Notice the Help icon (question mark icon), this gives a brief description for this chart.The Options icon (settings wheel), this gives anything from renaming the chart name, changing size of the chart, adding a time zone, selecting fixed date range or rolling dates with a drop down of a date range to select from, Reporting Tier to choose Branch or Agent and a Filter option.
Once complete selecting all options click Save To find more on Dashboard go to (provide link to Reports area in KB)
Image 1.5 Added Chart
Image 1.6 Configure Chart
Best Practices
Focus on metrics that align with organizational goals and user responsibilities.
Maintain a consistent layout for easier interpretation and comparison.
Use filters to segment data and highlight specific teams, campaigns, or time periods.
Regularly review dashboard configurations to ensure relevancy as business needs evolve.
Provide training for users to interpret dashboards and take action based on insights.
Troubleshooting
If metrics are missing or inaccurate, verify that lead, call, and task data is up to date.
Ensure that users have appropriate roles and permissions to access dashboards.
Check that filters and date ranges are correctly set to capture the intended data.
Confirm that all relevant campaigns and users are included in the dashboard scope.
Review custom metrics or widgets to ensure calculations and data mappings are correct.