Dashboard
The Dashboard is the first thing you see when you log in. It gives you a snapshot of your business.
What’s on the dashboard
Section titled “What’s on the dashboard”Key metrics
Section titled “Key metrics”- Total contacts — how many people are in your CRM
- Active deals — deals that aren’t won or lost yet
- Pipeline value — total value of active deals
- Revenue — value of won deals
Recent activity
Section titled “Recent activity”A feed of the latest actions across your CRM — new contacts, updated deals, completed tasks, and more.
Upcoming tasks
Section titled “Upcoming tasks”Your tasks due today and this week, sorted by priority.
Upcoming bookings
Section titled “Upcoming bookings”Your next scheduled meetings and appointments.
Refreshing data
Section titled “Refreshing data”The dashboard data refreshes automatically when you navigate to it. All numbers reflect the current state of your CRM.