Hello, this is Matsubara, CRM Evangelist.

"There's a dashboard, but it's a manager-oriented screen with a lot of information that's irrelevant to me."

"I just want to quickly check the numbers I need to track today."

"I want to use both the team's overall figures and my own assigned figures depending on the situation."

These are comments I've heard from both sales representatives and managers.

EMOROCO CRM Lite isShared Dashboard"When"Personal DashboardIt employs a two-layer design.
The ability to share the same information across the entire team while having a screen optimized for each individual—this design ensures "ease of use" for each role and position.

Differences between shared dashboards and personal dashboards

Three design elements of a personal dashboard

① KPI Widget - Real-time monitoring of the degree of achievement of business objectives

Adding a KPI widget to your personal dashboard will display your numerical targets in real time.

Being able to check "what percentage of the target our projected sales for this quarter are" every morning naturally leads to backward thinking about "how many more orders we need."
This design directly connects business objectives with daily actions.

② List Widget - Project/Customer List with Sentiment Level

The list widget allows you to display lists of sales opportunities, client companies, tasks, and more on your personal dashboard.

The list of screens includes the following:

The meaning of emotional temperature being color-coded in the list:
An 80% chance of securing the order, yet it's cool—this contradiction is immediately apparent.
You can instantly determine whether to proactively follow up on projects that have a high probability of being awarded but where the relationship is cooling down, simply by looking at the list.

③ Free placement of widgets

You can add the necessary widgets using the "+ Add Widget" button.
You can rearrange items freely using drag and drop. Settings are saved on the server, so the same screen will be maintained the next time you log in.

Example of a personal dashboard design by job title

Sales representative's personal dashboard

Designed so that you know what you need to do today the moment you open the screen.

Sales Manager Personal Dashboard

Designed to show the entire team's risks on a single screen.

Personal dashboard for business owners

Designed to allow daily monitoring of progress toward business objectives.

How to use shared dashboards and personal dashboards

Summary — Balancing "everyone seeing the same screen" and "having a screen optimized for oneself"

Sharing an overall organizational overview through a shared dashboard, while clearly defining "what I need to do today" through an individual dashboard—this two-tiered design makes CRM a "tool that is actually used."

To prevent the dashboard failure of users opening it but not knowing what to look at, start by placing only two widgets on your personal dashboard: "This Month's KPIs" and "Today's Tasks."

Click here for a 30-day free trial of EMOROCO CRM Lite.
Digitalization and AI Implementation Subsidy 2026 Compatible Tool Number: DL07-0022934
Product Info:https://www.emoroco.com/

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