Dashboard in Frappe CRM

Business Apps Frappe CRM
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One of the most awaited features is now live! :tada:

Introducing Dashboards! :bar_chart:

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If you’re a Sales Manager or Admin, you can now:

  • See total leads, deals, and how long they’re taking to close
  • Track team performance by salesperson or territory
  • Understand where deals are dropping off
  • Break down leads and deals by source and stage
  • Filter by date or sales user to dig deeper

You can also edit the charts – remove the ones you don’t need or rearrange them.
Changes once made will apply to everyone right now, but user-level dashboards are coming soon.

Try it out → Frappe CRM - Free & Open Source CRM Software

Feel free to share your feedback!

8 Likes
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These are created using standard dashboard charts or its a fixed dashboard under frappe CRM?

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Fixed inside Frappe CRM. There is a list of charts you can select from.

1 Like
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Awesome feature! Thank you.

The currency is getting set automatically to INR when we have multiple apps on same site (ERPNext, Frappe CRM, Insights).

Is this a known bug?

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To which field the chart forecasted revenue is linked ? I found it never shows any data.

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and how to record the deal value? Should I input it into a field or it can get quotation value linked to this deal?

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Can I add a custom chart? I’ve tried several times, but it’s not showing.

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Under Settings > General > Enable Forecasting

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This will make the expected revenue field mandatory in deals. The expected revenue depends on the stage of the deal. Each stage has its own probability, which you can set.
Expected revenue = Probability * Deal Value. These fields are in the deal record.

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You need to input it. it’s not linked to quotation.

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I don’t find the field where to input it, could you help.

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thanks!

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Once you enable the forecasting in settings, you should be able to see it in the sidebar of your deals.

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Please upgrade to the latest version. If you still aren’t able to see it, then edit the sidebar and pull in the fields. If that doesn’t work either, send us a screenshot. If you are hosted on Frappe Cloud, we can look into the issue and get it fixed.

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I found it now, thanks a lot

1 Like
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Can the CRM notification shows the emails linked to CRM Leads or CRM Deal, or is there any way to know when I receive a new mail? thanks for help