The Pest AI CRM Dashboard serves as the central hub for managing all your marketing and sales activities efficiently. It provides a comprehensive overview of real-time data across various widgets, enabling you to monitor opportunities, track performance metrics, and analyze actionable insights at a glance. Customize the dashboard to suit your specific business requirements by adding or removing widgets based on your needs.
This user-friendly interface is designed to streamline operations, enhance decision-making processes, and boost overall productivity by keeping all critical information accessible with minimal navigation. Whether monitoring campaign results, scheduling appointments, or reviewing sales funnels, the Pest AI CRM Dashboard equips you with the tools necessary for successful business management.
1. Let's start by heading to the 'Dashboard'.
Start your experience by entering the main dashboard where all your critical widgets and reports are displayed.
2. Opportunity Status
Understand how to monitor current opportunity statuses and track progression to optimize sales efforts.
3. Opportunity Value
Analyze the monetary worth of all current business opportunities and projected revenue.
4. Conversion Rate
View your conversion statistics to assess the success of your marketing and sales strategies.
5. Click the calendar to set a date range.
Use the calendar to select specific date ranges to display data relevant to those periods.
6. Click 'Add Widget' to add more.
Learn how to customize your dashboard by adding extra widgets that cater to your specific business needs.
7. Contacts
Access and manage your customer and client contact information efficiently.
8. Appointments
Keep track of your scheduled meetings and appointments with ease.
9. Opportunities
Get an overview of ongoing sales opportunities and potential deals.
10. Calls
Evaluate your call activities to improve communication strategies with clients.
11. Conversations
Monitor and analyze your team's communication with prospects and customers.
12. General Widgets
Gain a general overview of varied aspects of your CRM data.
13. Click 'Save Changes' to finalize changes.
Ensure all modifications to your dashboard are saved and implemented.
14. Funnel
Visualize and analyze the sales funnel to understand the customer journey better.
15. Stage Distribution
Analyze how opportunities are distributed across different stages of the sales process.
16. Tasks
Organize and prioritize your tasks to enhance productivity and follow-up.
17. Manual Actions
Check and action any manual tasks required for customer engagement.
18. Lead Source Report
Analyze where your leads are coming from to optimize your marketing strategies.
19. Google Analytics Report
Gain insights from your website traffic and behavior data via Google Analytics.
20. Google Analytics Report
Delve deeper into specific Google Analytics data with a different report variant.
21. Google Business Profile
Monitor and manage your presence on Google Business to enhance local SEO.
22. Facebook Ads Report
Analyze the performance of your Facebook advertising campaigns.
23. Google Ads Report
Review and optimize your Google Ads campaigns for better results.
