What is an Advanced Dashboard?

The Advanced Dashboard in CRM Leaf is a centralised, real-time workspace built for operational insight and performance tracking. Designed for managers and leadership teams, it aggregates data from core business areas—Projects, Clients, HR, Support, and Finance—into a single, high-level view.

This powerful interface helps teams make faster, smarter decisions by providing clear, actionable metrics at a glance.

1. Overview

This section provides an executive summary of company-wide activity:

• Total Clients / Employees / Projects: Live count of active clients, staff, and projects.
• Due Invoices: Number of unpaid invoices needing follow-up.
• Hours Logged: Total work hours recorded across users and departments.
• Pending Tasks: Tasks that are yet to be completed.
• Today’s Attendance: Status of employee check-ins for the current day.
• Unresolved Tickets: Support tickets that are still open or pending.
• Income: Real-time earnings and revenue data.
• Timesheet: Daily or user-wise breakdown of logged hours.
• Pending Leaves: Leave requests waiting for approval.

2. Projects

• Track all aspects of project delivery and status:
• Total Projects: Count of all projects currently in the system.
• Overdue Projects: Projects that have exceeded their planned due dates.
• Hours Logged: Time tracked across all project-related work.
• Status-Wise Projects: Project distribution by status (e.g., In Progress, Completed).
• Pending Milestones: Highlights key project stages that remain incomplete.

3. Clients

Understand engagement, pipeline, and revenue from clients:

• Total Clients / Leads / Deals: Total customer accounts, marketing leads, and sales deals.
• Deal Conversion: Metrics on how many leads turn into closed deals.
• Contracts Generated / Signed: Volume of contracts created and officially signed.
• Client-Wise Earnings: Earnings mapped to individual clients.
• Client-Wise Timelogs: Time spent working for each client.

4. HR

Monitor workforce dynamics and attendance:

• Leaves Approved / Taken: Overview of leave balances and usage.
• Employees / Exits: Current employee count and recent resignations or terminations.
• Today’s / Average Attendance: Compare today’s attendance with company averages.
• Employee Breakdown: Segmentation by department, designation, role, and gender.
• Headcount: Total active employees in the organization.
• Joining vs Attrition: Trends comparing new hires vs employee exits.
• Birthdays: List of employee birthdays happening today.
• Late Attendance: Tracks which employees clocked in late.

5. Tickets

Keep support operations visible and accountable:

• Unresolved / Resolved Tickets: View ongoing vs completed customer support requests.
• Unassigned Tickets: Tickets that haven’t been assigned to a support agent.
• Type / Status / Channel-Wise Tickets: Breakdown by ticket type, status, and source (e.g., email, chat).
• Open Tickets: Active tickets currently in progress.

6. Finance

Real-time financial insight for billing and revenue:

• Invoices / Finance Overview: Summary of billing operations.
• Total Pending Amount: Value of all outstanding invoices.
• Estimate / Proposal Overview: Sales proposals and pricing estimates sent to clients.
• Client-Wise Earnings: Income per client for financial comparison.
• Earnings by Projects: Revenue breakdown by project.