Have all the data you need to see in just one place, on the Jetpack CRM main dashboard.
The CRM Dashboard is your central hub in Jetpack CRM. From here, you can quickly access your most important tools, review key business data, and customize the view to fit your workflow.
On this page you can find out what you’ll see on the dashboard, and how to make the most of it.
Dashboard top Menu
The top menu gives you fast access to core CRM features:
- Dashboard: the main landing page with an overview of key CRM metrics.
- Contacts: manage and view details of your client database.
- Quotes: create, track, and manage quotes for potential business.
- Invoices: generate and manage invoices for completed transactions.
- Transactions: monitor and analyze your financial activity.
- Tools: access extra functionalities and extensions, depending on what’s active on your site.
Notifications (bell icon)
Next to your Gravatar profile image, the bell icon acts as your notification center. It keeps you updated on important changes, messages, or alerts within Jetpack CRM.
Additional menu (expandable)
Click the arrow beside your Gravatar image to expand an additional menu with three sections:
- CRM Admin: configure CRM settings and preferences.
- Support: access help guides and support options.
- User account options: manage your personal account settings.
Page options menu (wheel icon)
Above the expanded user menu, the wheel icon opens the page options menu. Here, you can customize which dashboard elements appear.
Customizable elements include:
- Sales funnel: visualize the stages of your sales process.
- Revenue chart: track financial performance with a visual overview.
- Recent activity: see the latest updates and changes in real time.
- Latest contacts: quick access to your most recently added contacts.
For more details, see the following documentation pages:
Jetpack CRM and WooCommerce Sync
If you use WooCommerce, the WooCommerce Sync feature will automatically import your store’s customers into Jetpack CRM as Contacts. It also imports your WooCommerce transactions.
Important: this is a one-way sync. CRM Contacts or transactions are not imported back into WooCommerce.
I am using the Stripe Sync with Stripe processing in test mode and all of the purchases are getting set to lead by default.
Is this normal behavior? Would the status of my new customers be set correctly in live mode to customer instead of lead?
They should be getting set to Customer. I’ve added this to the bug list to look into.
There is a view of sales funnel but focused on quotes? or there is a way to do it?
Thanks.
Alvaro, this is the Pipelines extension, as detailed on the coming soon page. https://jetpackcrm.com/coming-soon/
once you’ve imported from say, Paypal…if customers bought more than once, does the import automatically categorize them as upSale?
Hi
It does not automatically categorize them as upsell no, but you would be able to see which sales are from existing customers if using sales dashboard and looking at your gross revenue detail chart
So after putting in 1300 Customers in my Contact base, I had been adding notes to my customers in the Activity log, exactly how do you see these notes? On the right hand side it just says “notes” and who put it in and date and time, but it does not let me see my actual notes? Any suggestions
Hi Ashley – there was a small bug which we fixed in v2.99.8. You should be able to see the notes info now in the Activity Panel (plus added a feature to allow you to read the details) as well as there they also display on the edit contact page too.
For faster responses, please do submit a support ticket in future: http://kb.jetpackcrm.com/submit-a-ticket/ the help desk is prioritised daily.
We have a couple of sales processes. Is there a way to have more than one funnel. The idea of having an upsell is great but seems to me they should move to the next product funnel for the upsell… ie if you have many products like you now have… how do you control what your sales people are working on with a current customer?
Hi David,
The dashboard is simplistic, for now, and designed for single funnel output. In reality, these processes are often managed by making segments and managing the contacts into different funnels directly.
We’ll keep this feedback in mind though, as we progress the dashboard.
All the best
Woody