DataPulse
Section: Knowledge & Reports
URL:/admin/datapulse
Page title: DataPulse
Overview
DataPulse is a widget library for the CRM dashboard. It provides 20+ pre-built Highcharts visualisations — customer and lead maps, staff performance charts, expense breakdowns, project distribution graphs, and more — that can be toggled on or off per user.
Business value
Turns the CRM homepage into a real business intelligence dashboard by surfacing the most important metrics at a glance without needing to open individual reports.
- Who uses it: Executives, managers, team leads, all staff (per their widget selection)
- Key benefit: Answers "how are we doing?" in a single screen view; reduces the number of reports that need to be opened manually each morning.
- Metrics it influences: Revenue trends, lead pipeline volume, staff assignment balance, expense categories, project health
Typical use cases:
- Sales manager pins the "Income by Month" and "Leads by Source" widgets to the dashboard
- Operations manager monitors the "Projects by Status" and "Logged Time by Staff" widgets
- Executive reviews the "Customers Map" to see geographic client distribution
- Finance tracks the "Expenses by Category" widget to spot budget overruns early
Accessing this module
From the admin sidebar, navigate to DataPulse, or open the URL directly:
/admin/datapulse
Available widgets
| Widget | Description |
|---|---|
| Customers Map | Geographic distribution of clients on a map |
| Leads Map | Geographic distribution of leads |
| Income by Month | Revenue trend chart |
| Expenses by Category | Expense breakdown pie/bar chart |
| Staff Assignments | Task count per staff member |
| Projects by Status | Project distribution across status stages |
| Logged Time by Staff | Hours logged per team member |
| Open Tickets by Priority | Support ticket volume by priority level |
| Leads by Source | Lead origin channel breakdown |
| Proposals by Status | Proposal pipeline funnel |
| Customers by Group | Client segmentation by group |
| Item Groups Revenue | Revenue attributed per product/service group |
| Staff by Department | Headcount distribution across departments |
| Romania County Map | Client or lead density by Romanian county |
| ... and more | Additional widgets available per configuration |
Common actions
- Open DataPulse settings — navigate to
/admin/datapulseto see all available widgets. - Toggle widget visibility — enable or disable individual widgets for your dashboard view.
- Reorder widgets — drag widgets on the dashboard to arrange them by priority.
- Set date range — most widgets support a configurable period (this month, last 3 months, this year).
Source: crm-connect-main/app/modules/datapulse