To view the CRM Dashboard:
- From the main menu, navigate to Reports > Dashboard & Analytics.
The Executive Summary for your location appears.
- Select CRM Dashboard from the Select View drop-down.
- Apply the Location and Period Start Date and Period End Date filters as required.
Note: The date range can be no more than 365 days between the Period Start and End Dates.
- Click Refresh.
Various KPIs are displayed for your analysis. To learn more, read: Customer Relationship Management (CRM) Dashboard.