Dashboard
The Dashboard provides a quick overview of your sales performance with key metrics, pipeline health, and recent activity.
Overview
Section titled “Overview”Your Dashboard is the first thing you see when logging in. It displays important numbers at a glance powered by the GraphQL API, helping you stay on top of your work.
Related Modules:
- Reports - Detailed analytics
- Deals - Pipeline management
- Activities - Recent interactions
- Contacts - Contact lifecycle metrics
Dashboard Metrics
Section titled “Dashboard Metrics”Key Performance Indicators
Section titled “Key Performance Indicators”| Metric | Description |
|---|---|
| Total Contacts | Active contact count |
| Total Accounts | Account records |
| Total Contacts | Contact records |
| Active Deals | Deals in progress |
| Total Pipeline Value | Sum of all deal amounts |
| Won Revenue | Closed won deal value |
| Win Rate | Won ÷ (Won + Lost) deals |
| Average Deal Size | Mean deal value |
Contact Lifecycle Metrics
Section titled “Contact Lifecycle Metrics”- Contact count by status
- Contact count by source
- Contact count by channel
- Conversion rate
- Average time to convert
Deal Metrics
Section titled “Deal Metrics”- Deals by pipeline stage (count and value)
- Deals by pipeline (count and value)
- Won and lost counts
- Win rate
Activity Metrics
Section titled “Activity Metrics”- Total activities by type (call, meeting, task, email, note)
- Completion rate
- Overdue activity count
Dashboard Sections
Section titled “Dashboard Sections”Quick Stats
Section titled “Quick Stats”Top-level numbers at a glance:
- Contact, account, and deal totals
- Active deal count and pipeline value
- Won deals value and win rate
- Trend indicators showing change over time
Pipeline Overview
Section titled “Pipeline Overview”Visual summary of your pipeline:
- Deals by stage with value
- Stage conversion funnel
- Pipeline comparison (if multiple pipelines)
Pending Activities
Section titled “Pending Activities”Activities requiring attention:
- Overdue tasks
- Today’s meetings
- Upcoming due dates
- Quick actions to complete or reschedule
Recent Deals
Section titled “Recent Deals”Latest deal activity:
- Newly created deals
- Recent stage changes
- Approaching close dates
Using the Dashboard
Section titled “Using the Dashboard”Starting Your Day
Section titled “Starting Your Day”- Check Quick Stats for overall health
- Review Pending Activities for today’s tasks
- Check Overdue items that need immediate attention
- Review Pipeline for deal progress
Quick Actions
Section titled “Quick Actions”From the Dashboard you can:
- Click any metric to drill down into Reports
- Navigate to specific deals or contacts
- Complete activities quickly
- Access recent records
Filtering
Section titled “Filtering”Dashboard widgets support filtering:
- Date Range — view metrics for specific periods
- Owner — filter by team member (admins only)
- Pipeline — focus on a specific pipeline
Performance Indicators
Section titled “Performance Indicators”Positive Signs
Section titled “Positive Signs”- Contact count increasing
- Pipeline value growing
- Won deals trending up
- High activity completion rate
Warning Signs
Section titled “Warning Signs”- High overdue activity count
- Stagnant deals (long time in stage)
- Declining pipeline value
- Low win rate
- Drop in activity volume
Best Practices
Section titled “Best Practices”- Check daily — start each day on the Dashboard
- Clear overdue items — address pending activities promptly
- Track trends — notice patterns over time
- Use as hub — navigate from Dashboard to details
- Drill into reports — use Reports for deeper analysis
See Also:
- Reports - Detailed analytics
- Activities - Manage pending work
- Deals - Pipeline management