2. Dashboard
The CRM Dashboard is a valuable tool for brokers, offering a comprehensive view of clients, Introducing Brokers (IBs), and overall business operations. It consists of two distinct sections:
Static Data Statistics: This section provides automatically generated statistics based on essential data. These statistics give brokers an immediate snapshot of critical information, enabling quick assessments of their operations' status.
Dynamic Data Statistics: In this section, the dashboard presents dynamic data statistics. Unlike static data, these statistics are also generated by the system, but they come with the flexibility to customize the date range.
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