Dashboard

A Dashboard is your control center in CRM Leaf. It provides a quick, organised view of all essential data—such as tasks, projects, achievements, updates, and schedules—in one place. Dashboards help users stay on top of their priorities, track progress, and manage work efficiently without switching between multiple screens.

A dashboard is more than just a summary screen—it’s a personalised workspace designed to boost productivity and provide clarity

A Private Dashboard is visible only to the individual user and is fully customizable.

Key Features:

• Select and organise widgets like tasks, reminders, goals, or notifications.
• Keep sensitive or personal data private and separate from shared team views.
• Focus on personal priorities without workspace clutter.

Best suited for:

• Individual users, team members, or contributors managing their personal workload and go

An Advanced Dashboard offers high-level features to manage complex data and team workflows.

Key Features:

• Add custom widgets to tailor data display.
• Use interactive charts and graphs for real-time visual insights.
• Apply filters to refine data views per project, team, or role.
• Monitor Key Performance Indicators (KPIs) directly.
• Integrate with other tools or data sources.
• Manage access via role-based controls.
  Best suited for:
• Team leads, project managers, and executives needing detailed insights and performance tracking.

Quick Actions – Dashboard Module

Action	How To
View Private Dashboard	Navigate to Dashboard > My Dashboard.
Customize Widgets	Click on widget settings to choose data you want to display.
Access Advanced Dashboard	Go to Dashboard > Advanced to view KPI, charts, and integrated reports.
Filter Dashboard Data	Use filter options by date, project, employee, or category.
Configure Access	For team dashboards, set visibility by role or department in settings.

FAQ – Dashboard

Q: Can I hide widgets I don’t need?
A: Yes, in both private and advanced dashboards, you can hide or reorder widgets as per your preference.
Q: Who can see my private dashboard?
A: Only you. Private dashboards are not visible to other users or admins.
Q: What’s the difference between widgets and charts?
A: Widgets display data like tasks or reminders. Charts offer visual summaries (e.g., project progress or KPIs).
Q: Can I add external data sources to the dashboard?
A: Yes, with the Advanced Dashboard, integrations and data imports are supported.
Q: Are dashboards mobile-friendly?
A: Yes, dashboards in CRM Leaf are responsive and optimized for desktop and mobile use.