The dashboard
The first page after you sign in: open pipeline, wins this month, leads, open activities and the latest changes.
The dashboard is the first page you see after signing in. It answers the questions you ask every morning: how much is in the pipeline, what was won this month, and what has happened lately. Open it any time with Dashboard at the top of the left menu.
The four tiles
- Open pipeline: the total value of all deals that are still open, and how many there are.
- Won this month: the value and number of deals won since the first day of this month.
- Active leads: leads that have not yet been converted into deals.
- Open tasks: activities in the CRM, such as calls, meetings and follow-ups, that are not yet marked done.
The tiles count the whole workspace, not only your own records. Money is shown in your workspace's currency.
Pipeline funnel
The funnel shows each stage of your default sales pipeline, with the value and number of open deals sitting in it. Long bars show where most of the money is waiting. Lost stages are left out.
Below the funnel you see how many contacts and companies are in the CRM.
Recent activity
On the right, Recent activity lists the latest ten things that happened in the workspace, such as a deal moving stage, with who did it and when.
Want more detail?
The dashboard is a quick summary. For charts by period, person, source or stage, owners, admins and managers can open Analytics.