Dashboards

The KiyoCRM Dashboard allows for a highly customizable layout using panels and tabs, accessible via the three-dot menu at the top right of the dashboard interface. 

 

 Dashboard Options 

 1. Add Panel 

 

 

 Opens a form to insert a new dashlet (e.g., bar chart, pie chart, reports etc.). 

 

 

 Users can choose panel type and data source to display relevant insights. 

 

 

 

 2. Add Tab 

 

 

 Creates a new dashboard 

 

 

 Ideal for organizing data by department, role, or workflow. 

 

 

 Prompts for: 

 

 

 

 Tab name 

 

 

 Number of columns (for layout) 

 

 

 

 

 3. Manage Panel 

 

 

 Allows users to: 

 

 

 

 Rearrange Dashboards in an order. 

 

 

 Customize the layout within a tab. 

 

 

 

 

 

 Dashboard Search Function 

 The Search bar at the top-left of the KiyoCRM Dashboard provides a fast and intuitive way to locate records, modules, or actions within the CRM system. 

 

 

 What It Does 

 

 

 Instant Global Search: Search across all CRM modules—Contacts, Leads, Deals, Tasks, Notes, etc.from one place. 

 

 

 Full-Text Indexing: Every piece of CRM data is indexed, allowing deep keyword-based search, including partial and fuzzy matches.