Sales Efficiency Widget on the Dashboard

Sales Efficiency Widget on the Dashboard

system update
August 16, 2024•1 min read

Gain insight into your sales metrics, monitor your sales, and ensure your team achieves their best performance with the Sales Efficiency Widget.

⭐️Why Is This Feature Beneficial To Your Business?

  • Improved Team Performance: The added data lets you know if any team members need help with improving their sales performance by aiding with their sales speed.

  • Lower Waiting Times: Help lower waiting times for your customers, increasing their overall experience and satisfaction.

  • Heightened Control: By collecting this data you can gain greater control over how the sales process develops for your customers and your team.

⭐️ How To Use Sales Efficiency Widget on the Dashboard:

  1. Navigate to the Dashboard of your CRM and click the Pencil Icon to edit it.

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  2. Click Add Widget to open the option menu.

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  3. Click on the Sales Efficiency Widget under the General Category, this will add it for you.

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  4. Drag it into place then click Save Changes.

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The Sales Efficiency Widget will be your new best friend, by adding it you’ll be able to monitor the average time taken for all opportunities to close, the total value of your sales, and the speed of your sales processes.

sales metricsperformancesaleswidgetdashboardefficiency
Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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