📊 Insights Dashboard in Tenziv CRM
Stay on top of your performance with real-time visual reports that cover everything from contacts and companies to deals, activities, documents, and calls. Tenziv’s Insights Dashboard gives you the power to track what matters — all in one place.
🧑💼 Contacts Overview
📈 Contacts by Day (Last 7 Days)
Get a quick look at how many contacts have been added daily. Track trends and see if outreach efforts are paying off.
🌐 Contacts by Source
See where your contacts are coming from — Web Forms, Google Maps, or manual entries — to understand your best lead sources.
🧾 Recently Created Contacts
Instantly view new contacts with name, email (if available), and creation time.
🏢 Companies Insights
🗓️ Companies by Day (Last 7 Days)
Track daily company creation — useful for monitoring sales prospecting efforts.
🏷️ Companies by Source
Find out where your company records are originating from. Ideal for reporting on channel performance.
💼 Deals Analytics
📋 Recently Created Deals
Keep an eye on new opportunities entering the pipeline.
✍️ Recently Modified Deals
See which deals are actively moving — important for identifying hot prospects.
🎯 Deals by Stage
Visual breakdown of your pipeline stages to see where deals are piling up.
❌ Lost & ✅ Won Deals by Stage
Review performance over the last 3 months by stage — where are deals falling off or converting?
📅 Won Deals by Day / Month
Monitor how many deals were closed successfully in the past 7 days or months — great for momentum tracking.
💰 Won Deals Revenue by Month
See the value (pre-tax) of all closed-won deals — helps with forecasting and ROI analysis.
👥 Created & Assigned Deals by Sales Agent
Compare productivity across your team:
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Total created
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Forecasted revenue
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Closed revenue
📝 Activities Tracker
📅 Upcoming Activities
See what’s planned this month — meetings, calls, tasks. Stay proactive.
🔁 Activities Created by Sales Agent (Last 30 Days)
Gauge individual team member engagement.
🧾 My Activities
Quick snapshot of your personal tasks and meetings.
📞 Calls Overview
☎️ Logged Calls by Day
Visual data of all logged calls — track outbound activity and coverage.
📊 Total Calls by Sales Agent
Understand who’s most active on the phone — and who may need support.
✅ Call Outcome Overview
Evaluate the success rate of calls (connected, no answer, follow-up needed, etc.)
📋 Logged Calls (Details)
A detailed table of calls made, including outcome — ideal for audit or coaching.
📄 Documents & Proposals
📤 Sent Documents by Day
Review how many documents were sent daily — helpful for tracking outbound proposals.
📂 Documents by Type
Understand document mix — Quotes, Contracts, Proposals, etc.
🟢 Documents by Status
See how many documents are:
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Accepted
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Draft
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Pending signature
Monitor follow-through and deal velocity.
📦 Product Performance
Get insights into:
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Product name
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Level of customer interest
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Total units sold
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Sales value (excluding tax)
Use this data to identify bestsellers or underperformers.
🚫 Low Data Message
Some reports may show “Not enough data to display.”
This happens when your team hasn’t entered enough records to generate meaningful trends — the more consistent your usage, the better the insights!