> For the complete documentation index, see [llms.txt](https://so9.gitbook.io/so9-guidebook/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://so9.gitbook.io/so9-guidebook/so9-crm/9.-monitoring-dashboard.md).

# 9. Monitoring dashboard

This section covers the steps to set up the monitoring dashboard.

To set up the monitoring dashboard, follow these steps:

<mark style="color:red;">**Step 1:**</mark> On the SO9 CRM screen, select ***“Reports”**.*

<mark style="color:red;">**Step 2:**</mark> Detailed conversation reports

* **a.** Overview conversation report
* **b.** Staff conversation report
* **c.** Channel conversation report
* **d.** Zalo call report

<mark style="color:red;">**Step 3:**</mark> Sales report

<mark style="color:red;">**Step 4:**</mark> Marketing report