Dashboard

The DOCCO CRM Dashboard gives every user a personalised view of what matters most — no manual filtering, no irrelevant noise.

CEO gets: total revenue with year-over-year growth, lead-to-deal conversion rate, churn rate, regional sales breakdown with interactive charts, and projected revenue for the next month and quarter.

Sales Director gets: team monthly target and achievement, daily and weekly activity summary (calls, emails, meetings, closed deals), top and bottom performer rankings, and a full breakdown of lost deals by reason and value.

Sales Rep gets: personal target with remaining amount, own leads and deals split by newest/oldest and highest value, quick access to create new leads or deals.

Apply date filters (today, this week, this month, year-to-date, or any custom range) and switch currencies on the fly — all metrics recalculate instantly. A 5-minute cache keeps the dashboard fast even with large datasets.