improved
CRM Updates
The Problem
The CRM Dashboard required a few updates so that users could identify information quickly and navigate around more efficiently.The Solution
Here are some updates we made:CRM Dashboard Updates:
- Users can click within the Leads By Salesperson widget to navigate them to a filtered view of the Leads page based on the salesperson they selected
- Renamed "Total Job Walks" to “Pending Job Walks”
- Renamed "Pending Value" to “Pending Actual Contact Value”
- Added a new widget, “Estimated Contract Value”, which is populated from all pending leads and pulls the value from "Estimated Contract Value" within the Job Walk section of a lead
- Added hover text explaining to users how the value is determined for each of these sections: "Estimated Contract Value", "Pending Actual Contract Value", "Loss Value", "Awarded Value", and "Total Lead Value"
Leads Page Updates:
- Renamed the "EST Value" column to “Value - Status”
- Added a new data point: Actual Contract Value (located under Estimated Contract Value and above status)
- Added hover text for the “Actual Contact Value” and “Estimated Contract Value” data points
