Performance Dashboard

Your central hub for monitoring key performance metrics.

Accessing the Dashboard

  • Log in to CRMLeaf
  • Navigate to Performance → Dashboard

Insert Screenshot: Performance Dashboard Overview

Interface Breakdown

  • Widgets → Goal completion %, pending reviews, average ratings
  • KPIs → Total reviews, overdue goals, check-in count
  • Filters → Department, role, date range

Actions

  • Click widgets to drill into detailed data
  • Export dashboard insights as PDF or Excel

Troubleshooting

  • Dashboard not loading → Refresh browser or check permissions
  • Metrics missing → Confirm goals/review data is entered