Dashboards That Reveal What Spreadsheets Hide
From executive overviews to deep conversion and profitability analysis — Shasvatm CRM dashboards give leadership the numbers they need to act, not just report.
Abstract representation — actual dashboards show your live data
Basic Dashboards
Every Shasvatm CRM plan includes these dashboards — the essential views that keep leadership informed and teams aligned on a daily basis.
Executive Summary
High-level KPIs across sales, service, and inventory — one screen for leadership stand-ups.
Sales Funnel
Stage-by-stage conversion from lead to opportunity to closed deal, with volume and value views.
Opportunity Pipeline
Weighted pipeline by stage, owner, and time period — so you know what is likely to close this quarter.
Service Operations
Open tickets, average resolution time, assignment distribution, and workload heatmaps.
SLA Snapshot
First-response and resolution compliance rates per team, priority, and contract — spotting breaches before they compound.
Inventory Snapshot
Stock levels, consumption trends, and category breakdowns so service teams have parts when they need them.
Advanced Analytics
For teams that need deeper intelligence — forecast accuracy, profitability per customer, conversion leakage analysis, and workflow bottleneck detection. Available as a company-level add-on — contact our sales team for pricing.
Forecast
Revenue forecast with weighted pipeline, historical close rates, and adjustable confidence bands.
Conversion Leakage
Where leads and opportunities drop off — by stage, source, owner, and time — so you fix the real bottleneck.
Customer Health
Composite health score per customer combining ticket volume, SLA record, AMC status, and engagement recency.
Service Profitability
Revenue vs cost per customer, contract, and project — so you know which relationships make money.
Team Productivity
Timesheet utilisation, task throughput, and ticket resolution velocity per team member.
AMC Performance
Renewal rates, visit adherence, upcoming expirations, and AMC revenue contribution over time.
Data Quality
Missing fields, stale records, and data completeness scores — because bad data means bad decisions.
Workflow Bottlenecks
Where approvals stall, which steps take longest, and who is blocking progress across your workflows.
Ready to see your numbers clearly?
Start with built-in dashboards on any plan, and add advanced analytics when your team is ready for deeper insight.