Dashboard Overview

The CRM Dashboard is the default landing page for high-level CRM performance tracking. It combines date-based KPI cards, relationship summary metrics, and a trend chart for new-customer movement.

What You Monitor Here #

• Top-level CRM KPIs for the selected period
• Customer relationship metrics
• Daily trend chart for new customers
• Active project context from the top project selector
• Quick date presets and custom date range controls

Interface Overview #

Visible controls in the screenshot:

• Date presets: Today, Yesterday, Last 7 days, Last 30 days
• Custom date range picker
• KPI cards in a grid layout
• Customer Relationship Metrics table
• Daily Metrics For New Customers chart

KPI Cards #

Metric	Meaning
Active Players	Unique active players in the selected period
Retention Rate	Percentage of returning users
Conversion Rate	Share of users who completed the intended conversion action
Money Retention Rate	Retention level for deposited or monetized value
DAU/MAU	Daily active users compared with monthly active users
DAU/WAU	Daily active users compared with weekly active users
CLV	Customer lifetime value summary
Deposited Clients	Number of users with successful deposits

Step-by-Step: Review Dashboard Metrics #

1. Open Dashboard in CRM.
2. Confirm the correct project from the top project selector.
3. Choose a quick preset such as Today or Last 7 days, or use the custom date range.
4. Review KPI cards row by row.
5. Compare retention, conversion, and deposit-oriented metrics together.
6. Move to Customer Relationship Metrics for campaign output counts.
7. Review Daily Metrics For New Customers to understand trend direction.

Customer Relationship Metrics #

The table shown in the screenshot summarizes campaign-related output counts for the selected period.

Row	Meaning
Number of Created Campaigns	Campaigns created in the selected range
Number of Executed Campaigns	Campaigns that actually ran
Number of Players Sent Campaign By Email	Users reached through email
Number of Players Received Bonus	Users who received a bonus
Number of Players Received Free Spins	Users who received free spins

New Customer Trend Chart #

The chart visualizes daily movement for new-customer-related metrics across the selected period. Use it to spot spikes, drops, and period-to-period changes rather than relying only on summary counts.

Recommended Review Order #

1. Set the period first.
2. Review KPI cards.
3. Compare CRM output metrics.
4. Check trend movement in the chart.
5. Drill into campaign, segment, or report pages if the dashboard shows anomalies.