Hire Dash

🎯 Turn Data into Decisions with a Fully Customizable Dashboard

Contrate Dash is the ultimate module for creating custom dashboards in Perfex CRM. With cutting-edge drag-and-drop technology, you can visualize all the important metrics of your business in one place, organized exactly the way you need it.

✨ Why Choose Contrate Dash?

🎨 Intuitive and Modern Interface

• Drag and Drop: Rearrange widgets with simple clicks and drag
• Resizable: Adjust the size of each widget as needed
• Professional Look: Modern design with gradients, smooth animations, and a clean interface
• 100% Responsive: Works perfectly on desktop, tablet, and mobile

💾 Multiple Saved Layouts

• Create unlimited layouts for different purposes
• Sales Dashboard, Financial Dashboard, Executive Dashboard
• Switch between layouts with one click
• Each user can have their own custom layouts

🔄 Real-Time Automatic Updates

• Data always updated automatically
• Set intervals of 1, 5, 10, or 30 minutes
• Never miss important information

📦 17 Powerful Widgets Included

💰 Financial Widgets

1. Invoice Summary - View total, paid, pending, and overdue in an elegant card
2. Invoice Overview - Detailed analysis with percentages and charts
3. Invoice Chart - Interactive pie chart showing distribution by status
4. Total Balance - Card with consolidated balance, inflows, and outflows
5. Inflows - Total revenue for the month and overall
6. Outflows - Total expenses for the month and overall
7. Weekly Payments - Track payments for the week

📈 Sales Widgets

1. Leads by Status - Visual distribution of your leads
2. Proposals by Status - Real-time tracking of proposals
3. Proposal Overview - Detailed analysis with percentages
4. Budget Summary - Consolidated status of budgets
5. Budget Overview - Complete analysis with metrics

🎯 Project Widgets

1. Project Status - Clear visualization of projects by phase

🎫 Support Widgets

1. Pending Tickets - Summary of tickets by priority and status

📋 General Widgets

1. Recent Activities - Timeline of the latest actions in the system
2. Upcoming Events - Integrated calendar with important events
3. Pending Tasks - Organized list of tasks to do

🎨 Customizable Widget

1. Custom Title - Add titles and sections to organize your dashboard

📊 Data Analysis

• Real-Time Metrics: Data always updated
• Multiple Views: Cards, charts, tables, and lists
• Comparatives: See trends and compare periods

🎯 Use Cases

For Managers

• Executive dashboard with key KPIs
• Consolidated view of sales and finances
• Real-time tracking of goals

For Sales Team

• Visual sales pipeline
• Highlighted leads and proposals
• Goals and conversions

For Finance

• Consolidated cash flow
• Invoices to receive and due
• Analysis of revenues and expenses

For Support

• Prioritized pending tickets
• Response time
• Customer satisfaction

📈 Future Feature Roadmap

🔜 In Development

• ✨ More widgets (Contracts, Expenses, Custom Reports)
• 🎨 Customizable color themes
• 📤 Export/Import layouts
• 👥 Share layouts between users
• 📊 Widgets with custom SQL
• 📅 Advanced period filters
• 🌙 Dark mode
• 🔔 Customizable alerts and notifications

💼 Perfect For

• ✅ Companies that need total visibility of the business
• ✅ Managers who make data-driven decisions
• ✅ Teams that need custom dashboards
• ✅ Businesses that value productivity and efficiency
• ✅ Companies that use Perfex CRM as their main platform

🏆 Proven Benefits

📊 Total Visibility

Have all the important metrics in one place, organized your way.

⚡ Faster Decisions

Real-time information allows you to act quickly when needed.

💰 Better ROI

Identify opportunities and problems before they affect your results.

👥 Aligned Team

Everyone sees the same metrics and works focused on the same goals.

🎯 Focus on What Matters

Customize to show only what is relevant for each role.