Real-time business dashboard with full pipeline and KPI visibility
D
Dominic Umscheid
Description/Explanation:
We need a central dashboard within Go High Level (GHL), updated in real time, that completely and reliably depicts the current business situation. The aim is to be able to make well-founded decisions at any time — without external tools or manual evaluations.
The dashboard should contain at least the following functions and key figures:
* Live overview of all pipelines (deals, status, values, probability of closing)
* Real-time sales KPIs (today, week, month, forecast)
* Conversion rates per funnel and pipeline stage
* Performance of individual employees/sales teams
* Lead source evaluation (including ROI assessment)
* Activity tracking (calls, appointments, follow-ups)
* Individually configurable widgets (customizable depending on business model)
These functions are currently missing or are only available to a very limited extent. This is a critical disadvantage for a modern CRM system and makes operational management significantly more difficult.
Objective:
A powerful, visually clear and flexibly configurable dashboard that bundles all relevant business indicators centrally and makes them accessible without detours.
Why that's important:
Without such a dashboard, proper management of sales, marketing and corporate development is not possible. For us, this is not a nice-to-have, but an absolute basic requirement for a CRM system.
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