Dashboard Overview
Understand your CRM dashboard and pipeline visualization.
The Home dashboard provides a comprehensive view of your sales pipeline, deals, and activities. It's your central hub for managing sales.
Dashboard Sections
Stats Cards
Four cards at the top show key metrics:
| Card | Shows |
|---|---|
| Active Deals | Count of deals in open stages, and how many stages they span |
| Pipeline Value | Total annual value of all open deals |
| Won This Month | Deals closed won this month, with total value |
| Stage Distribution | Top 3 stages by deal count |
Pipeline Kanban
A visual board showing deals organized by stage:
- Each column is a pipeline stage
- Deal cards show key info (name, value, contact)
- Drag and drop to change stages
- Column header shows deal count and total value
- Only open stages are shown (closed stages are filtered out)
Revenue Forecast
A bar chart showing projected revenue by month:
- Based on expected close dates
- Shows next 6 months
- Height indicates relative value
- Hover for exact figures
Deals Table
A detailed table of all deals with:
Filtering:
- By stage (multi-select)
- By date (This Month, This Quarter, This Year, Overdue)
- Show/hide closed deals toggle
Sorting:
- Deal Number
- Name
- Value
- Close Date
- Created Date
Columns:
- Deal # (D-10001 format)
- Name
- Company/Location
- Contact
- Stage (with color badge)
- Value
- Close Date (red if overdue)
- Created (relative time)
Recent Activity
Shows the last 20 activities across all deals:
- Activity type with icon
- Deal name and number
- Description
- Relative time
Click any activity to open the associated deal.
Using the Dashboard
Daily Review
Start each day by reviewing:
- Active deal count — any new or lost?
- Pipeline value — trending up or down?
- Recent activity — what happened yesterday?
Deal Management
Click any deal on the kanban or table to:
- View full details
- Update stage, value, or close date
- Log activities
- Associate contacts
Pipeline Hygiene
Regularly review:
- Deals in early stages for too long
- Overdue close dates
- Deals without recent activity
Forecasting
Use the revenue forecast to:
- Project monthly revenue
- Identify light months for prospecting focus
- Set expectations with leadership
Interacting with Deals
From Kanban
- Drag and drop to change stages
- Click card to open Deal Modal
From Table
- Click any row to open Deal Modal
- Use filters to find specific deals
From Activity Feed
- Click activity to open associated deal
Dashboard Metrics
Pipeline Value Calculation
Sum of annual values for all deals in open (non-closed) stages.
Won This Month
Deals moved to "Closed Won" in the current calendar month.
Stage Distribution
Counts deals in each stage, shows top 3 with most deals.
Forecast Accuracy
Forecast is based on expected close dates. Update close dates regularly for accurate projections.
Best Practices
Keep Data Current
- Update deal stages as they progress
- Revise close dates when timelines change
- Add new deals promptly
Clean Up Stale Deals
- Move truly closed deals to Closed Won/Lost
- Remove or update deals that are no longer active
Log Activities
- Recent activity helps teammates and future-you understand deal status
- Activities add context beyond just the stage
Review Regularly
- Check the dashboard at least daily
- Use weekly reviews for deeper analysis
- Look for patterns and opportunities