Project dashboards

Dashboard and Sales Pipeline
Within Yoobi every user has a personal dashboard. This panel consists different widgets. Depending on your needs the widgets display useful information about :

  • The sales pipeline shows the different phases in the selling process and the total amount of leads in each phase. Monitor deals, build accurate forecasts and improve your performance
  • Sales statistics (the expected revenue)
  • Targets (is the sales process performing as planned?)
  • Customer information (a list of deals per customer)
  • A cost (or budget) overview
  • All completed and remaining tasks in the project

All data can be displayed as a (progress) chart. Essential sales information at a glance.