Management

Roles covered: CEO / General Director · COO / Operations Director · CFO / Finance Director · General Manager
Primary modules: DataPulse · Reports · Goals · OKR · Project Roadmap · Sales KPI · Marketing Campaigns · Finance · Announcements · Workflow Automation

Who this guide is for

Management module map

KPI & REPORTING              STRATEGY & OBJECTIVES      FINANCE
───────────────              ─────────────────────      ───────
DataPulse (dashboard)        OKR                        Account Balances
Reports                      Goals                      Bank Statement
Sales KPI Categories         Project Roadmap            Cash Statement
                                                        Expenses

OPERATIONAL MONITORING       INTERNAL COMMUNICATION
──────────────────────       ──────────────────────
Projects (overview)          Announcements
Timesheets (overview)        Knowledge Base
Resource Workload            Workflow Automation
HR Staff & Departments       Contracts (approval)

Executive dashboard

DataPulse — the primary source of truth

Where: /admin/datapulse (or directly from the main dashboard /admin)

DataPulse transforms the CRM homepage into an executive dashboard — configure which widgets you want to see and in what order.

Recommended widgets for management:

Configuration:

1. /admin/datapulse → enable/disable desired widgets
2. On the main dashboard reorder them via drag-and-drop
3. Set the default period (current month, last 3 months, current year)

→ DataPulse

Recommended monitoring routine

Daily (10 min)

Main dashboard — /admin

Quick check:

• Cumulative revenue versus month target (Goals widget or Income by Month)
• Newly accepted or rejected proposals
• Projects at risk (delayed or with overdue incomplete tasks)
• Open critical tickets

Weekly (30–45 min)

1. Sales Report — /admin/reports/sales

2. Goals — /admin/goals

Progress versus current month targets for each department or agent. If a target is below 50% achieved at mid-month — at risk, action required.

3. Projects — /admin/projects

Active projects with milestones due in the current week or that have passed their deadline.

4. OKR — /admin/okr

Weekly check-in on Key Results — progress versus committed figures.

Monthly (60–90 min)

• Informal P&L — compare revenue (Reports → Sales) with expenses (Reports → Expenses)
• Marketing ROI — /admin/marketing_campaigns — budget spent vs. attributed revenue per campaign
• Headcount vs. productivity — /admin/reports + Timesheets — billable hours vs. total logged hours
• OKR review — end-of-month progress; adjust if context has changed
• Sales KPI review — /admin/sales_kpi_categories — performance per sales agent

Strategic reports

Reports — cross-department reports

Where: /admin/reports

Module with pre-built reports for each business area:

Report automation:
Reports can be scheduled to automatically email at a set frequency — the CEO receives the sales report every Monday morning without opening it manually.

→ Reports

Sales KPI — sales team performance

Where: /admin/sales_kpi_categories

Configure the KPI categories you track (bookings, revenue, activities, conversion rates) and get a scoreboard per agent.

Typical KPIs tracked by management:

→ Sales KPI Categories

OKR — objectives and key results

Where: /admin/okr

Strategic alignment framework at company, department and individual level.

OKR structure:

OBJECTIVE (qualitative, inspirational)
  └── Key Result 1 (measurable, with target value)
  └── Key Result 2
  └── Key Result 3

Example quarterly OKR:

O: Become the regional leader in CRM solutions for SMBs
  KR1: Q3 Revenue ≥ 450,000 (actual: 0 → target: 450k)
  KR2: 15 new clients signed (actual: 0 → target: 15)
  KR3: NPS ≥ 8.0 from satisfaction surveys (actual: 7.2)
  KR4: Sales team at 6 active agents (actual: 4)

Recommended cadence:

• Quarterly — set new OKRs in the first week of the quarter
• Weekly — quick progress check-in (5–10 min per KR)
• End-of-quarter — retrospective + scoring (0–1.0 per KR)

OKR scoring:

→ OKR

Goals — operational targets

Where: /admin/goals

Unlike OKRs (strategic, quarterly), Goals are operational targets directly linked to CRM data — progress updates automatically as transactions close.

Recommended goal types for management:

Automatic notifications:
On reaching a goal → push notification in CRM. On period expiry without reaching goal → alert with percentage achieved.

→ Goals

Project portfolio

Project Roadmap — strategic visualisation

Where: /admin/project_roadmap

Visual map of projects on a timeline — for capacity planning and stakeholder communication.

Typical management uses:

• Quarterly review of the project portfolio
• Identifying resource conflicts between parallel projects
• Communicating delivery timelines at board level

Key data visible:

• Projects on timeline (Gantt-style)
• Milestones and delivery dates
• Current status per project

→ Project Roadmap

Resource Workload — team capacity

Where: /admin/resource_workload

Visualisation of allocated workload per employee over upcoming weeks. Useful for detecting over-allocation (an employee with tasks totalling 60h/week) or underutilisation.

→ Resource Workload

Financial monitoring

Account Balances

Where: /admin/account_balances

Current balance of all bank and cash accounts — consolidated view of liquidity.

→ Account Balances

Bank Statement

Where: /admin/bank_statement

Import and reconcile bank statements — can be reviewed by management to confirm large payments have been processed.

→ Bank Statement

Expenses — budget control

Where: /admin/reports/expenses (report) or via DataPulse (widget)

Expenses recorded by employees by category. Useful for:

• Spot-checking unusual expenses
• Verifying adherence to departmental budgets

Contracts — approval and tracking

Where: /admin/contracts (from CRM module)

High-value contracts often require management-level approval before being sent to the client.

Approval flow (configured via Workflow Automation):

Contract created by sales agent (status: Draft)
  → Workflow triggered: value > [configured threshold]
  → Automatic notification to manager / CEO
  → Review + approval
  → Status → Active → Sent to client for signature

Active contract monitoring:

• Contracts expiring in 30–60 days → automatic renewal task
• Digitally signed contracts → automatic confirmation in CRM

→ Contract Approval + Signature

Internal communication

Announcements — messages to the entire team

Where: /admin/announcements

Announcements visible to all users when logging into the CRM. Ideal for:

• Communicating monthly/quarterly objectives
• Policy or new procedure announcements
• Celebrating results (team wins)
• Urgent notifications (changed procedures, systems under maintenance)

→ Announcements

Knowledge Base — reference documents

Where: /admin/knowledge_base

Internal knowledge base — SOPs, policies, procedures, onboarding guides. Management can publish company-level documents accessible to all employees.

→ Knowledge Base

Management-approved automations

Approval and escalation flows are configured in Workflow Automation (/admin/workflow_automation) by the IT Admin at management's request.

Typical automations set at management's initiative:

→ Workflow Automation

Recommended permissions for the Management role

The management role requires broad read-only access across all departments and edit access on strategy and configuration modules. Ask the administrator to configure at /admin/roles:

Quick reference

Reports and KPIs:
DataPulse · Reports · Goals · OKR · Sales KPI · Project Roadmap

Finance:
Account Balances · Bank Statement · Cash Statement

Operational strategy:
Resource Workload · Contracts · Announcements · Knowledge Base · Workflow Automation

Cross-department workflows:
Lead → Cash · Contract Approval + Signature · Full Commercial Cycle · Recruit → Payroll

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