DataPulse – Extensive Dashboard Analytics For Perfex CRM

Other Perfex Modules

NOTE: This is not a standalone module, the module requires Perfex CRM application installed, this is a module for Perfex CRM.

NOTE: Please feel free to contact us at [email protected] for a complimentary module consultation and to discuss your ideas. We look forward to assisting you.

Introducing DataPulse – Extensive Dashboard Analytics Module for Perfex CRM .

Unlock the power of comprehensive dashboard analytics with DataPulse. This module provides in-depth insights into your Perfex CRM’s performance, allowing you to visualize and analyze key metrics seamlessly.

With DataPulse, you can make data-driven decisions, identify trends, and optimize your CRM’s performance effectively.

Key Features:

• Advanced dashboard analytics for Perfex CRM.
• In-depth visualization of key CRM metrics.
• Seamless integration with Perfex CRM interface.
• User-friendly interface for easy navigation and interpretation.
• Customization options for tailored analytics.
• Enhanced data security to protect sensitive information.

Manage all reports on dashboard

Expenses By Categories Chart

Staff Logged Time based on different filters

Invoice Monthly Values Based On Customers

Customers By Country Chart

Leads By Country Chart

Leads Generated By Staff Chart

Tickets Generated By Projects Chart

Customers By Group Chart

Projects By Customers Chart

Estimates By Assigned Agents Chart

Proposals By Assigned Staff Chart

Total Items By Groups Chart

Staff By Departments Chart

Staff Assigned To Projects Chart

New Customers Through Year Chart

New Staff Through Year Chart

1. Login to Perfex CRM
2. Goto Module > Installed Addons
3. Select upload.zip
4. Click “install” button to complete the installation.
5. Done & Enjoy.

This module has been meticulously crafted by highly experienced Perfex Developers. You can expect clean code, robust functionalities, and seamless integration with Perfex CRM, completely independent of the core framework.

Version 1.0.0 12.03.2024

Initial version

Work illustrations by Storyset