🚀 Overview

PerfexDashboard – Dashboard Builder for PerfexCRM is a specialized module designed to extend the capabilities of the popular PerfexCRM (a PHP CodeIgniter-based CRM system) by enabling administrators and managers to create highly customizable dashboards with widgets, KPIs, charts and real-time data visualisations. :contentReference[oaicite:2]{index=2}

In real-world use, organisations using PerfexCRM often struggle with the default dashboard’s static nature. This module allows them to design dynamic views—for example, a sales manager might build a dashboard showing monthly invoice totals, open leads, team tasks completed, and upcoming payments all on one page. That gives experience-driven insight and faster decision-making.

Target users: Admins and decision-makers using PerfexCRM, CRM consultants, agencies deploying PerfexCRM for clients, and internal teams needing analytics and custom dashboards rather than the standard view.

✨ Key Features

• Drag-and-Drop Dashboard Builder: Easily lay out dashboard panels, arrange widgets wherever you like and customize layout without coding.
• Pre-Built Widgets & Charts: Counters, KPIs, line charts, bar charts, pie charts, tables showing leads/invoices/tasks fetched live from PerfexCRM. :contentReference[oaicite:3]{index=3}
• Live Data Binding: Widgets reflect real-time CRM data (invoices, leads, tasks, projects) so dashboards are always current.
• User-Specific Dashboards: Assign specific dashboards to roles, users or departments so each team sees data relevant to them. :contentReference[oaicite:4]{index=4}
• Role & Permission Control: Manage visibility of dashboards and widgets based on staff roles, ensuring sensitive data is controlled.
• Responsive & Mobile-Friendly UI: Dashboards render well on desktops, tablets and mobile devices for decision-makers on the go.

⚙️ Technical Stack

• Platform: Module for PerfexCRM (CodeIgniter/PHP) — NOT a standalone application. :contentReference[oaicite:5]{index=5}
• Backend Language: PHP (compatible with PerfexCRM version in use) and MySQL / MariaDB database.
• Frontend Technologies: HTML5, CSS3, JavaScript for dashboard UI and widget interactivity.
• Server Requirements: A server running PerfexCRM (PHP, Apache/Nginx, MySQL) with module upload access. Ensure the CRM version is compatible with module version. :contentReference[oaicite:6]{index=6}

🧩 Installation Guide

1. Prerequisite: Ensure you have PerfexCRM installed and working.
2. Download the Module: Obtain the PerfexDashboard ZIP package from vendor. :contentReference[oaicite:7]{index=7}
3. Upload & Activate: In PerfexCRM admin go to Setup → Modules → Upload Module, select the ZIP, then activate it.
4. Configure Dashboards: Once installed, go to Dashboard Builder menu, create new dashboard, add widgets, assign to user roles/departments.
5. Test & Enable: Log in as different user roles, check dashboard views and data definitions. Adjust widgets/layout as needed.

📦 Deliverables

• Module ZIP package: PerfexDashboard – Dashboard Builder for PerfexCRM.
• Documentation: installation instructions, module settings, widget usage. :contentReference[oaicite:8]{index=8}
• Unlimited domain licence (depending on vendor) and future updates (depending on support terms).

📱 Supported Platforms

• PerfexCRM Installations: Any self-hosted PerfexCRM instance where modules can be uploaded and activated.
• Browsers & Devices: Works on modern web browsers on desktop, tablet and mobile devices with responsive interface.
• Hosting Environments: Standard Linux/Unix or Windows hosting supporting PHP/MySQL, as already used for PerfexCRM.

🧠 Notes

• License Type: According to reseller listing, this module is distributed under the GPL (GNU General Public License)</strong) with unlimited domain usage. :contentReference[oaicite:9]{index=9}
• Customization Tips:
  • Modify widget queries to track your own custom tables or modules inside PerfexCRM for deeper insights.
  • Create dashboards per department (e.g., Sales, Support, Finance) to streamline data visibility across teams.
  • Leverage CSS/JS customization (if permitted) to match dashboard branding with your corporate identity.
• SEO & Business Assurance: While dashboards are internal tools rather than public-facing, providing tailored analytics boosts your staff’s productivity and decision-making, which in turn supports business credibility and efficiency (trust, expertise).
• Experience & Real-World Relevance: Many businesses rely on PerfexCRM for customer, project, invoice and lead management. This module enhances the system by enabling real-time visuals and dashboards—matching real-world business intelligence needs and reinforcing trust in your CRM investment.