Zudo WorksAnalytics: more data and ready-made dashboards
Charts and dashboards (§ dashboards) can now use CRM and finance data as well: leads, deals (with a weighted amount = amount × probability), activities, contact persons (names and roles, never e-mail or phone), campaigns, payments received, payments made, expenses, credit notes and the general ledger (every posted line with account, type and an amount in the account's normal direction).
Dashboards → Start from a ready-made dashboard creates a normal, editable dashboard in one click:
| Template | Charts |
|---|---|
| Finance overview | Receivables, payables, cash received, expenses; income and expenses by month; expenses by category; cash in / out; account balances |
| Sales & CRM | Open pipeline, weighted forecast, open leads and activities; deals by stage; forecast by close month; won revenue; leads by source and campaign; activities by owner |
| Operations | Sales and purchase orders by month, jobs by status, stock value by item type and warehouse, top items sold |
A card says when some charts use data your role cannot see. A second copy of a template gets a numbered name.
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