PerfexDashboard – Dashboard builder for PerfexCRM

Description

PerfexDashboard – Dashboard Builder for Perfex CRM

PerfexDashboard is a powerful dashboard builder module for Perfex CRM that allows administrators and managers to create custom, interactive dashboards tailored to their business needs. This add-on enhances the visualization of CRM data with widgets, charts, KPIs, and reports—empowering teams to make data-driven decisions at a glance. Distributed by wpshop.net under the GPL license, it includes lifetime free updates and limited email support, making it an affordable yet professional upgrade for Perfex CRM users.

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🚀 Feature Highlights

• ✅ Customizable Dashboards: Build dashboards with drag-and-drop functionality for easy layout design.
• ✅ Pre-Built Widgets & Charts: Add graphs, counters, KPIs, and tables to display CRM data visually.
• ✅ Dynamic Data Binding: Connect widgets to live CRM data such as leads, invoices, tasks, and deals.
• ✅ User-Specific Dashboards: Create personalized dashboards for admins, staff, or departments.
• ✅ Interactive Visualizations: Use bar charts, pie charts, line graphs, and counters for insights at a glance.
• ✅ Access Control: Manage dashboard visibility based on roles and permissions.
• ✅ Real-Time Updates: Dashboards reflect the most recent CRM activities automatically.
• ✅ Mobile-Friendly Interface: Responsive design ensures dashboards display beautifully on all devices.

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📜 Detailed Overview

PerfexDashboard – Dashboard Builder for Perfex CRM revolutionizes how you visualize and manage your business data within Perfex CRM. Instead of static views, you can design dynamic dashboards that showcase KPIs, track performance metrics, and highlight crucial trends—boosting team productivity and decision-making.

With drag-and-drop controls, you can customize layouts quickly, while the pre-built widgets give you access to real-time insights into sales, leads, projects, invoices, and more. Each dashboard can be tailored to individuals or departments, allowing leaders to monitor only the data that matters most to their teams.

Distributed by wpshop.net under the GPL license, PerfexDashboard comes with lifetime free updates and limited email support, making it a must-have tool for CRM-driven businesses looking to enhance performance analytics.

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⚖️ Comparison Table

Features	PerfexDashboard (This Product)	Default Perfex CRM
Custom Dashboard Builder	✅ Drag-and-Drop Dashboard Creation	❌ Static Default Dashboard Only
Pre-Built Widgets & Charts	✅ Counters, KPIs, Tables & Graphs	❌ Limited Widgets
User-Specific Dashboards	✅ Personalized for Admins, Staff, Departments	❌ Single Dashboard for All Users
Real-Time Data Binding	✅ Live Data from CRM Modules	❌ Manual Refresh Required
Role-Based Access	✅ Dashboard Visibility by Permissions	❌ No Role-Based Customization
Visual Insights	✅ Pie, Line, Bar Charts & KPIs	❌ Limited Graph Types
Lifetime Free Updates	✅ Included	❌ Paid Updates or Limited Support
GPL Licensing	✅ Full Source Code Access	❌ Proprietary & Restricted

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⚙️ Installation Guide

1. Download the PerfexDashboard – Dashboard Builder for Perfex CRM ZIP package after purchase.
2. Log in to your Perfex CRM admin panel.
3. Navigate to Setup → Modules and click Upload Module.
4. Upload the ZIP file and wait for the module to install automatically.
5. Once installed, activate the module from the Modules list.
6. Go to Dashboard Builder in the admin menu to start creating custom dashboards.
7. Assign dashboards to users or departments based on your preferences.

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🔑 Licensing Information

PerfexDashboard is distributed under the GNU General Public License (GPL), which includes:

• ✅ Full access to the source code for customization and scalability.
• ✅ Lifetime free updates to keep your dashboard builder secure and up to date.
• ✅ Limited email support from wpshop.net for installation guidance and basic troubleshooting.

Note: This is a digital product only. No physical items will be shipped.

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❓ FAQs

Q1: Can I create different dashboards for different departments?

Yes. PerfexDashboard allows you to design and assign custom dashboards to specific departments or user roles.

Q2: Does it include pre-made widgets?

Absolutely. You get pre-built widgets for KPIs, counters, graphs, and tables for instant data visualization.

Q3: Is the dashboard updated in real time?

Yes. PerfexDashboard automatically syncs with Perfex CRM data to display the most recent information.

Q4: Is the module mobile-friendly?

Yes. The interface is fully responsive and optimized for mobile and tablet devices.

Q5: Are updates and support included?

Yes. You’ll receive lifetime free updates and limited email support from wpshop.net.

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💡 Why Choose PerfexDashboard – Dashboard Builder for Perfex CRM?

PerfexDashboard transforms your standard Perfex CRM into a powerful data-driven decision-making tool. With its drag-and-drop dashboard builder, pre-built widgets, real-time data, and customizable layouts, it empowers managers and teams to monitor KPIs effortlessly.

Unlike the default Perfex CRM dashboard, PerfexDashboard provides GPL licensing, lifetime free updates, and limited email support, offering better visualization, flexibility, and control over your CRM analytics.

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🚀 Ready to Upgrade Your CRM Experience?

Visualize your data like never before with PerfexDashboard – Dashboard Builder for Perfex CRM. Enjoy GPL freedom, lifetime free updates, and limited email support in one powerful module. Buy Now and unlock advanced dashboards for your Perfex CRM today!