In this video, we'll walk you through the Dashboard inside your OfferTermz CRM and show you how to pull the KPIs that matter most to your business.
You'll learn:
- What the Dashboard is and where to find it
- How to read the key metrics at a glance
- How to filter your data by date range, user, and pipeline
- How to use KPIs to track your leads, conversions, and deal flow
Whether you're checking performance daily or doing a monthly review, the Dashboard gives you a clear picture of what's working — and what needs attention.
Have questions? Reach out to our support team or drop a comment below.
