PerfexDashboard 1.0.1 – Dashboard builder for PerfexCRM

PerfexDashboard is a WordPress plugin that helps you create unlimited, multi-user dashboards with a simple drag-and-drop builder. Instead of forcing all teams into one view, it lets you design separate dashboards for CRM, sales, and staff workflows. The goal is to reduce friction when teams need quick visibility and consistent access rules.

With clear layout control and multi-dashboard setup, PerfexDashboard makes it easier to streamline permissions across groups while keeping the dashboard experience organized. It’s lightweight and design-friendly, fitting naturally into a WordPress site that already uses tools like CRM-style processes and team roles.

Main Features

• Unlimited dashboards — Build as many dashboards as your organization needs for different teams and use cases.
• Multi-user dashboard support — Create dashboards that serve multiple users without duplicating work.
• Drag-and-drop layout builder — Arrange dashboard elements visually for faster setup.
• Staff permissions for dashboards — Control which staff can view specific dashboards and areas.
• CRM workflow dashboards — Set up views tailored for CRM-style tracking and internal reporting.
• Sales dashboards — Organize sales-focused widgets and panels for daily decision-making.
• Role-based dashboard separation — Keep team responsibilities clear by splitting dashboards by audience.
• Lightweight, design-friendly approach — Maintain a clean dashboard experience that fits WordPress layouts.

Benefits

• Faster decisions — Centralize the right data in the right dashboard view.
• Streamlined permissions — Reduce access confusion by aligning dashboards with staff roles.
• Better team focus — Separate CRM, sales, and staff views so users see what matters.
• Improved usability — Drag-and-drop building supports clear, consistent UX across dashboards.
• Operational scalability — Add new dashboards as teams and workflows grow.

Who is it suitable for?

• Teams using WordPress-based CRM workflows
• WooCommerce-adjacent businesses that manage sales processes internally
• Agencies coordinating multi-role operations and reporting
• Businesses with staff members who need role-specific visibility
• Organizations building internal dashboards for different departments