CRM Dashboard
The CRM Dashboard is the launch pad for everything in Customer Relations — your sales and support KPIs in a single screen, refreshed automatically.
How to Open It
In the sidebar, go to Customer Relations → Dashboard. It's the first page in the cluster.
What's on It
Stat Cards (top row)
| Stat | What it shows |
|---|---|
| Pipeline Value | Total value of all open deals (with a 7-day sparkline) |
| Won This Month | Value and number of deals closed-won since the 1st of the month |
| Overdue Deals | Open deals past their expected close date |
| Open Tickets | Tickets that haven't been resolved yet |
| Avg. Resolution | Average resolution time (hours) for tickets resolved this month |
| New Leads | Leads created this month, with a percentage delta vs last month |
| Lead Conversion | Percentage of leads that have been converted to contacts |
| Contacts | Total contact records in your CRM |
The dashboard polls every 60 seconds, so numbers stay current as your team works.
Pipeline by Stage Chart
A bar chart breaking down your open deal value by pipeline stage. At a glance you can see whether your pipeline is bottom-heavy (early stages) or top-heavy (close to closing).
Hot Leads
A short table of your most recently created or highest-priority leads — click any row to open the lead.
Deals Closing Soon
Deals whose expected close date is in the next few days. Use this as your weekly call-list.
Tips
- All figures are filtered to the current organization. Switch orgs in the sidebar to see another set of KPIs.
- Currency is taken from your organization's accounting currency (Organization Settings).
- Click any number or chart to drill into the underlying records.
- For visual stage management, switch to the Pipeline Board.