#System Overview & Dashboards

This chapter covers the two main dashboards — Analytics (data analysis center) and Overview (daily workspace).

#System Overview

CRM 2.0 is a complete sales management system covering the entire process from lead acquisition to order delivery. After logging in, the top menu bar is your main navigation entry.

#Multi-language & Themes

The system supports language switching (top-right corner). All JS blocks and charts are adapted for multiple languages.

Both light and dark themes are supported, but we currently recommend light theme + compact mode for higher information density. Some display issues in dark mode will be fixed in future updates.

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#Analytics — Data Analysis Center

Analytics is the first page in the menu bar and the first screen you see when opening the system.

#Global Filters

At the top of the page, there is a filter bar with Date Range and Owner filter conditions. After filtering, all charts on the page refresh in sync.

#KPI Cards

Below the filter bar are 4 KPI cards:

Card	Description	Click Behavior
Total Revenue	Cumulative revenue amount	Popup: payment status pie chart + monthly revenue trend
New Leads	Number of new leads in the period	Redirect to Leads page, auto-filtered to "New" status
Conversion Rate	Lead-to-deal conversion ratio	Popup: stage distribution pie chart + amount bar chart
Avg Deal Cycle	Average days from creation to close	Popup: cycle distribution + monthly won trend

Each card supports click-through drill-down — popups show more detailed analysis charts. With customization capability, you can drill further (company → department → individual).

#Charts Area

Below the KPIs are 5 core charts:

Chart	Type	Description	Click Behavior
Opportunity Stage Distribution	Bar chart	Count, amount, and weighted probability per stage	Popup: drill-through by customer/owner/month
Sales Funnel	Funnel	Lead → Opportunity → Quotation → Order conversion	Click to jump to corresponding entity page
Monthly Sales Trend	Bar + Line	Monthly revenue, order count, average order value	Jump to Orders page (with month parameter)
Customer Growth Trend	Bar + Line	Monthly new customers, cumulative total	Jump to Customers page
Industry Distribution	Pie chart	Customer distribution by industry	Jump to Customers page

#Sales Funnel

Shows the conversion rate across the full pipeline: Lead → Opportunity → Quotation → Order. Each layer is clickable, redirecting to the corresponding entity list page (e.g., clicking the Opportunity layer → jumps to the opportunity list).

#Monthly Sales Trend

Bar chart shows monthly revenue, with line overlays for order count and average order value. Clicking a month's bar → jumps to the Orders page with that month's time filter pre-applied (e.g., ?month=2026-02), showing that month's order details directly.

#Customer Growth Trend

Bar chart shows monthly new customer count, line shows cumulative total. Clicking a month's bar → jumps to Customers page filtered to that month's new customers.

#Industry Distribution

Pie chart shows customer distribution by industry with associated order amounts. Clicking an industry segment → jumps to Customers page filtered to that industry.

#Opportunity Stage Drill-through

Clicking a stage bar in the Opportunity Stage Distribution chart opens a deep analysis popup for that stage:

• Monthly trend: Monthly changes for opportunities in this stage
• By owner: Who is working on these opportunities
• By customer: Which customers have opportunities in this stage
• Bottom summary: Select customers to view cumulative amounts

Each stage (Prospecting / Analysis / Proposal / Negotiation / Won / Lost) has different drill-through content, reflecting the focus areas of each stage.

The core question this chart answers: Where in the funnel is the most drop-off? If the Proposal stage has many opportunities piling up but few moving to Negotiation, it suggests a problem in the quotation process.

#Chart Configuration (Advanced)

Each chart has three configuration dimensions:

1. SQL Data Source: Determines what data the chart displays; you can verify queries in the SQL builder
2. Chart Style: JSON configuration in the customization area, controlling chart appearance
3. Events: Click behavior (popup OpenView / page redirect)

#Filter Linkage

When any filter condition in the top filter bar is changed, all charts on the page refresh simultaneously — no need to set filters individually. Typical usage:

• View someone's performance: Select an Owner → all page data switches to that person's leads, opportunities, and orders
• Compare time periods: Switch date range from "This Month" to "This Quarter" → trend chart ranges update in sync

The linkage between filter bar and charts is implemented through page event flows — form variables are injected before rendering, and charts reference filter values through variables in their SQL.

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#Overview — Daily Workspace

Overview is the second dashboard page, focused on daily operations rather than data analysis. The core question it answers: What should I do today? Which leads are worth following up on?

#Top Leads

Automatically filters leads with AI score ≥ 75 and status New / Working (Top 5), showing for each:

• AI Score Gauge: Circular gauge visually showing lead quality (green = high score = worth prioritizing)
• AI Recommended Next Step: System auto-recommends follow-up actions based on lead characteristics (e.g., "Schedule a demo")
• Lead Basic Info: Name, company, source, creation time

Click a lead name to jump to its details, or click "View All" to go to the leads list page. A quick glance at this table each morning tells you who to contact first.

#Today's Tasks

A list of today's activities (meetings, calls, tasks, etc.), supporting:

• One-click complete: Click "Done" to mark a task complete; it turns gray
• Overdue reminder: Unfinished overdue tasks are highlighted in red
• View details: Click the task name to open details
• Create new: Add a new activity record directly here

#Activity Calendar

FullCalendar view with activities color-coded by type (meetings/calls/tasks/emails/notes). Supports month/week/day switching, drag-to-reschedule, and click-to-view details.

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#Other Dashboards (More Charts)

Three additional dashboards for different roles are available in the menu. They are provided as references and can be hidden as needed:

Dashboard	Target User	Features
Sales Manager	Sales team leads	Team leaderboard, risk scatter plot, monthly targets
Sales Rep	Individual reps	Data auto-filtered by current user; shows only your own performance
Executive	VP Sales / C-Suite	Revenue forecast, customer health, Win/Loss trends

Dashboards you don't need can be hidden from the menu without affecting system functionality.

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#KPI Drill-through

You may have noticed that almost every number and chart above is "clickable." This is the core interaction pattern in the CRM — KPI drill-through: click a summary number → see the detailed data behind it.

Drill-through comes in two forms:

Form	Use Case	Example
Popup drill-through	Multi-dimensional analysis	Click "Total Revenue" → popup shows pie chart + trends
Page redirect	View and operate on detail records	Click "New Leads" → jump to Leads list

Example: In the Analytics "Monthly Sales Trend" chart, you notice February's revenue bar is notably low → click that bar → the system jumps to the Orders page with month = 2026-02 pre-applied → you immediately see all February order details to investigate further.

The dashboard isn't just for viewing — it's the system's navigation hub. Every number is an entry point, guiding you from macro to micro, layer by layer to the root cause.

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After understanding the system layout and dashboards, go back to the User Guide for subsequent chapters.

#Related Pages

• CRM User Guide
• Solution Overview
• Installation