Sales & CRM Tab – DDS Insight Dashboard
The Sales & CRM tab is a newly introduced feature within the DDS Insight Dashboard in Zenople by Aqore. This enhancement provides staffing and sales professionals with a centralized, visually intuitive interface to monitor lead generation, customer onboarding, and overall sales performance.
By consolidating critical CRM and sales KPIs into interactive tiles and trend graphs, this feature enables data-driven decision-making, improves visibility into the sales pipeline, and supports strategic planning.
Key Client Benefits:
- Enhanced Visibility: Real-time insights into leads, targets, customers, and opportunities.
- Improved Decision-Making: Trend analysis for pipeline value and win cycle duration.
- Operational Efficiency: Configurable filters and interactive charts for quick drill-downs.
Functionality
1. Feature Location & UI
- Location: New tab named "Sales & CRM" added alongside existing tabs (Finance, Workforce, Jobs & Assignments) in the DDS Insight Dashboard.
- UI Consistency: Matches existing DDS Insight design standards for layout, styling, and color scheme.
- Filter: Configurable "Date Range" filter to view data up to a specific date.
Note: By default, the most recent available AP date with corresponding data will be selected, while future AP dates will remain disabled.
2. Tenant Level Metric Tiles (Real-Time KPIs)
Each tile displays accurate, up-to-date counts sourced from CRM and Sales modules. All tiles in the Sales & CRM tab are based on date range and entities selected.
Metric | Description |
New Leads | Count of new leads created during the accounting period. |
New Targets | Count of new targets created during the accounting period. |
New Customers | Count of new customer organizations created during the accounting period. |
Total Leads | Count of all leads existing as of period end (includes prior periods). |
Total Targets | Count of all targets existing as of period end. |
Total New Customers | Count of all new customer organizations existing as of period end. |
Total Customers | Count of all customer organizations existing as of period end. |
3. Graphs & Trends
Interactive charts support hover details for deeper insights:
- Weekly Opportunities – Last 4 Weeks: New, Active, Won, and Lost Opportunities over last 4 weeks (stacked bar chart).
- Revenue Opportunities Year-to-Date (Weekly): Total monetary value ($) of sales pipeline.
- Weekly Days to Win Opportunities: Average number of days to close won opportunities over configurable time range.
This dashboard provides comprehensive sales pipeline visibility, helping teams track lead conversion, revenue potential, and sales cycle efficiency in real time.