Frappe CRM shows you how your sales are going and lets you set up the lists you work from every day.
The dashboard gives you the numbers and trends at a glance. Saved views keep the filters, sorting and columns you use, so you don't have to set them up again.
The dashboard shows your leads, open deals, won deals and average deal value, along with how each one changed from the period before. Charts show the sales trend, how leads turn into deals, deals by stage, salesperson and territory, where your leads come from and why deals are lost.
Pick a date range or a salesperson and every number and chart updates, so managers can check how each person is doing and reps can see their own numbers.
Forecast your revenue
Each deal has an expected value, a closing date and a probability. Each stage has a default probability, and you can change it on the deal.
Frappe CRM adds these up into the Forecasted revenue chart on the dashboard, so you can see the revenue you can expect month by month next to what you've actually won.
Save a view with your filters
Most people look at the same few lists every day. A sales rep might start the morning with their deals in negotiation, and a manager might want every deal over $50,000 that's closing this month. Setting up the same filters each time takes a while and is easy to get wrong.
So filter and sort the list the way you need it, choose the columns, and save it as a view with its own name and icon. Next time, pick it from the views menu and the list is ready.
Pin views to the sidebar and share them
Some views you open many times a day. Pin them and they stay in the sidebar, one click away, instead of inside the views menu.
Views you create are private to you. If a view would help the whole team, like all deals closing this quarter, make it public so everyone works from the same list without setting it up themselves.
Group and arrange lists your way
A long list of deals tells you what's there, but not how it's spread out. Group it by a field, like status or territory, and the list splits into sections with a heading for each one. A manager can see which region has the most open deals, or a rep can check how many of their deals are still in qualification.
Pick any field to group by, and collapse a section to focus on the rest. A grouped list can be saved, pinned and shared like any other view, so the whole team can use it.