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Dashboard: Synchronizations

Business Value

The Synchronizations dashboard provides visibility into CRM synchronization activity between user devices and the CRM platform.

The dashboard helps users monitor synchronization frequency, identify technical issues, analyze synchronization behavior, and ensure stable CRM operation in the field. It supports proactive detection of synchronization problems and helps maintain data availability for mobile CRM users.

The dashboard helps users:

  • monitor synchronization activity across employees;
  • identify users with synchronization issues;
  • analyze synchronization frequency and trends;
  • distinguish between background and forced synchronizations;
  • investigate technical issues affecting CRM usage;
  • support mobile CRM adoption and operational continuity.

KPIs

The Synchronizations dashboard does not contain KPI cards.

Synchronization metrics are displayed through charts and the Detailed Synchronizations Overview Table.

Additional Business Rules

  • All visualizations are recalculated according to active filters.
  • Synchronization statistics include CRM synchronization events recorded by the platform.
  • Background synchronizations represent automatic synchronization processes.
  • Forced synchronizations represent manually initiated synchronization events.
  • Device information is displayed based on the latest available synchronization record.
  • Dashboard data depends on CRM synchronization logs and platform availability.
  • User permissions may limit visibility of employees and territories.