Dashboard Widget
The Account Planning module adds a widget to the Perfex CRM dashboard. It gives you a quick overview of your account plans without opening the module.
What the Widget Showsโ
| Metric | Description |
|---|---|
| Draft | Number of plans in Draft status |
| In Progress | Number of plans in progress |
| Completed | Number of completed plans |
| Overdue Tasks | Total overdue tasks across all plans |
| Client Status | Count of Red, Yellow, Green clients |
| Revenue vs Plan | Planned revenue vs actual (invoice) revenue |
| At-risk accounts | Plans with Red status and overdue tasks |
| View All | Link to the full Account Planning list |
When the Widget Appearsโ
- The widget appears only if:
- The module is enabled
- You have View permission for Account Planning
- It is usually in the dashboard grid (e.g., one of the panels).
Using the Widgetโ
- Quick check โ See how many plans need attention
- At-risk link โ Click "At-risk accounts" to filter plans that are Red and have overdue tasks
- Revenue comparison โ See if you're ahead or behind plan