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Web Application, Calls - Coggle Diagram
Web Application
Login Page
yes
Verification for user type
Super Admin (Owner)
Dashboard/Overview
AM
Onboarding
Sales
Performance
Team Performances
Scheduler/Calendar
Documents
Important Links and docs
Settings
Employee settings
Data fields
Reports
Admin (Lead/Manager)
Dashboard (Basic related to AM)
Total Customer
Total MRR
customer health Analysis
QBR/MBR sent
Number of Calls and calls analysis
collections Analysis
Scheduler (whole team)
To do's (Tasks)
Customer
Everything mentioned for employees
Assign to
Settings
Documents
Reports
Employee
Dashboard (Only for assigned cusomer)
Total customer
Total MRR
Total ARR
Health analysis
Status
Scheduler (Individual)
TO do's (Tasks)
Customer
Customer details
MRR
Health/Status
Documents
Descriptions/notes
Freshdesk analysis
No
Calls