CRM Dashboard & Reporting | User Docs | Striven


CRM Dashboard & Reporting

Support Guide

  • Overview


    This guide is intended to assist you with setting up and managing your CRM Dashboard, as well as advise you of useful CRM reporting options that are available within Striven.

    Read this guide if you are trying to:
    ✔ Manage your CRM Dashboard settings.
    ✔ Select CRM Dashboard widgets that display relevant financial information.
    ✔ Run reports that will assist you with Opportunity and Sales Reporting.

  • CRM Dashboard


    The CRM Dashboard is an all-in-one stop to have a visual representation of your Customers’ data on one page. An overview of Opportunities, Invoices, Referral Sources, and more are all available to gain insight right from the Dashboard without having to navigate and search for more data. Customize your CRM Dashboard to show what is most important to you and your job. Duplicate widgets may be added as well that can be configured to display exactly what information you are looking for based on predetermined criteria.

  • Available Widgets


    Once viewing your CRM Dashboard, click Manage Widgets to add or remove widgets as needed.

    To view the CRM Dashboard, use the following steps below:

    Customers → Dashboard

    The following widgets are available to include on your CRM Dashboard within Striven:

    • A/R Aging: Displays a graphical view of how much is owed to your Company by Customers along with how late these Payments are. Additional settings include the ability to filter for specific Customers to adjust the report accordingly. A quick link to the A/R Aging Report is also included within the A/R Aging Widget.
    • A/R Summary: Displays how much has been invoiced to your Customers for a given date range, along with how much has been paid and credited. A filter is available to change the date range you would like to report on for the A/R Summary. Additional settings include filtering based on Customers in order to see the A/R Summary of a particular list of Customers as needed.
    • Invoices: Displays visually what balance is past due compared to what balance is current. A sum of open Credits and open Payments will also be displayed within the widget. Additional settings for this widget allow you to filter for Customers in order to view the Invoice Summary for a particular list of Customers as needed.
    • Top Customer Revenue: Allows you to see which of your Customers have contributed to your revenue the most. A drop down is available to select a date period in order to adjust the report accordingly.
    • Add Customer: Allows you to quickly access the link to add a new Customer, Contact, Opportunity, Sales Order, Invoice, Payment, or Asset right from your Dashboard without having to navigate away from the page. A quick link to import Customers is available from this widget as well.
    • Opportunities: Allows you to see at a glance how many Opportunities you have in each status. A filter is available to narrow down which statuses you would like displayed in the widget. You can also determine if you would like to include in this widget all Opportunities, ones that are assigned to you, or by selecting a specific Employee.
    • Recent Contacts: Lists the Contacts that you have most recently viewed. By hovering over a Contact in this list a few actions can be taken:
      • Pin the Contact so they will always be listed within this widget at the top of the list.
      • Remove the Contact if you do not wish for them to remain within the recent Contacts widget.
      • A quick link to see who has viewed the Contact, the direct link to share, and more quick links are available by hovering over the Contact’s name.
    • Recent Customers: Lists the Customers that you have most recently viewed. By hovering over a Customer’s name in this list a few actions can be taken:
      • Pin the Customer so they will always have that Account at the top of the recent widget.
      • Remove the Customer if you do not wish for them to remain within the recent Customers widget.
      • A quick link to see who has viewed the Account, the direct link to share, and more quick links are available by hovering over the Customer’s name.
    • Referral Sources: Displays how many Customers and Prospects have been entered into your system, separated out based on what referral source is set at the Customer level. A drop-down menu is available to adjust the date period range you wish to have displayed in the chart.
  • Reports


    There are built-in Reports within your Striven system that can assist you with Opportunity and Sales Reporting. Please find more information about these Reports below.

  • Item Profitability Report


    The Item Profitability Report is a useful report that calculates how well an Item is selling along with the cost associated. Information such as the average price of an Item, percent of sales an Item is making up, average cost of an Item, along with the profit and profit percent. A sorting option is available to easily sort by information such as the Item, profit percent, quantity, amount, and cost. Clicking into any columns of the report will bring you to a detailed version to gain more insight as to what is making up the total on the report.

    To utilize the Item Profitability Report use the following steps below:

    Reports → Sales → Item Profitability

    1. Search Filters: Displays the filters available for use to narrow down the results displayed in the Item Profitability Report.
    2. Export to CSV: Allows you to export the Item Profitability Report as a .CSV file.
    3. Report Details: Column headers describing the details shown in the columns of the report.
  • Sales Order Status Report


    The Sales Order Status Report is a great way to view the status of selected Sales Orders along with totals for the amounts invoiced, credited but not yet invoiced, along with days before or after the Target Date and days past the Sales Order approval. A yellow or red label will appear to the left of the Invoice if the Sales Order is associated with an open or past due Invoice.

    To utilize the Sales Order Status Report, please use the following steps:

    Reports → Sales → Order Status

  • Sales Order Profitability


    The Sales Order Profitability Report shows a list of Approved and In Progress Sales Orders by default. You can change these filters if needed.

    The Configure button can be used to choose the expense columns you would like to have displayed on the report and factored into the calculations. Columns for Labor and Cost of Goods Sold (COGS) are selected by default, however, you can also include Bills/Bill Credits, Checks, and Credit Card Charges/Refunds.

    When selecting Labor Costs, you can also select which Timesheet Items you would like to include.

    From the list, there are quick links to the Sales Order and the Customer associated, as well as links to drill down into the revenue and expense totals for each Sales Order. You can view individual numbers for Sales Orders such as Sales Order Total, Related Purchase Order Total, Total Cost, Revenue, Labor Costs, along with Profit, Profit Percentage, and Profit Margin Percentage. Grand totals for all Sales Orders within the list can be found at the bottom of the page.

    To utilize the Sales Order Profitability Report, please use the following steps:

    Reports → Sales→ Sales Order Profitability

  • Opportunity Report


    The Opportunity Report is a built-in report that allows you to filter data regarding Opportunities and export to different formats. You can easily view which industries and referral sources are leading to your most valuable Customers. The insights gained will give you a better idea of where to budget the marketing dollars for your Company.

    You can also gauge how long each Lead was in the system. Patterns between the Opportunities that take the shortest and longest amount of time to close can help plan for future Opportunities better.

    To utilize the Opportunity Report, please use the following steps:

    Reports → Sales → Opportunity

  • Customer Category Report


    The Customer Category Report is a great way to get an idea of what the close-ratio is for Customers per Category set at the Customer level. This report will display the number of Leads per Category as well as a column for how many of the Customers converted to have a Customer/Vendor Since date. This information is then calculated to show the close-ratio per Customer Category in a percentage form.

    To utilize the Customer Category Report, please follow these steps:

    Reports → Sales → Customer Category

  • Recap


    With this guide, we’ve discussed how to create and manage your CRM Dashboard to give insight into your overall financial activities within Striven. We’ve reviewed a variety of different reporting options to further your understanding of how your Company is doing financially and where there may be room for improvement. These reports can also help you find Customer/Vendor-specific statistics or metrics that will provide a deeper look into your business relationships through Striven.


  • What is the difference between the CRM Dashboard and a Customer Dashboard?


    The CRM Dashboard provides an overall view of financial data based on all of your Customers in one place, while a Customer Dashboard would only display financial data specific to a particular Customer. The widgets on the CRM Dashboard will use metrics from all of your Customers combined to show, for example, all Payments received for a particular time period. On the Customer Dashboard, the Payments widget will only show Payments received from a single Customer for that time period. This means the CRM Dashboard will give you a clearer idea of how your Company’s overall finances are flowing rather than just related to one Customer.

Heads up!

Striven uses relabeling. Based on industry, your system may use different terminology. Please see our Company Setup guide for more information or reach out to Striven support if you need help.