Jetpack CRM automatically creates a Sales Dashboard for you, which gives you a glimpse of key data from your recent activity. You can find it by going to Jetpack CRM > Dashboard.
Settings
By default, the Sales Dashboard shows data from the last 30 days. You’ll see the date range listed at the top, right of the dashboard. You can customize the time period by clicking the dates and selecting your desired date range.
You can also control what is shown in the dashboard by clicking the “filter” icon next to the date range. From there, you can enable, or disable, the Sales Funnel, Revenue Chart, Recent Activity, and Latest Contacts sections.
At a Glance
The top row of the Sales Dashboard displays information about your Contacts, Transactions, Quotes, and Invoices.
Note: Transactions, Quotes, and Invoices data will only be shown if those core modules are enabled in Jetpack CRM > Core Modules.
The total number of each are displayed, along with any changes during the selected time period.
For example, the image below indicates one new contact was added during the selected time period, for a total of 26 contacts.
CRM Contacts
This section displays a bar graph showing the number of contacts that have been added.
Click Day, Week, Month, or Year to change how the data is displayed in the graph.
You can use this graph to spot trends and growth. For example, the graph below shows an uptick in contacts in June 2023.
Sales Funnel
The Sales Funnel helps you track the conversion of leads to customers.
The funnel graphic is automatically generated based on your Jetpack CRM data and the funnel statuses you have entered in Jetpack CRM > CRM Settings > General > Field Options.
The Funnels extension adds more robust sales funnel reports to your site.
Revenue Chart
This section displays a bar graph of the total revenue per month, over the past year.
The Sales Dashboard extension adds more detailed revenue reports to your site.
Recent Activity
This section displays recent Jetpack CRM activity, such as new contacts and transactions.
Latest Contacts
This section displays the latest contacts that have been added to the site. Click the “View All” button to view all of your contacts.