CRM Dashboard
The CRM Dashboard provides a comprehensive overview of your sales pipeline, customer activities, and team performance in a single view.
Overview
The CRM Dashboard enables you to:
- Monitor sales pipeline
- Track team performance
- View recent activities
- Analyze conversion rates
- Identify opportunities
- Access quick actions
Accessing the Dashboard
Navigate to CRM → Dashboard from the main menu, or click the CRM module icon.
Dashboard Layout
Main Dashboard View
CRM Dashboard
Welcome back, John! Here's your sales overview.
┌─────────────────────────────────────────────────────────────────┐
│ PIPELINE SUMMARY This Month │
├─────────────────────────────────────────────────────────────────┤
│ │
│ New Leads Qualified Proposal Negotiation Closed │
│ 45 32 18 12 8 │
│ $125,000 $234,567 $456,789 $345,678 $234,567 │
│ │
│ [====================] Pipeline Value: $1,396,601 │
│ │
└─────────────────────────────────────────────────────────────────┘
┌─────────────────────┐ ┌─────────────────────┐ ┌─────────────────┐
│ LEADS TODAY │ │ TASKS DUE │ │ MEETINGS │
│ 12 │ │ 8 │ │ 3 │
│ ↑ 3 from yesterday│ │ 2 overdue │ │ Next: 2:30 PM │
└─────────────────────┘ └─────────────────────┘ └─────────────────┘Key Metrics
Performance Cards
Performance Metrics
┌─────────────────────┐ ┌─────────────────────┐ ┌─────────────────┐
│ TOTAL REVENUE │ │ NEW CUSTOMERS │ │ CONVERSION RATE │
│ $234,567 │ │ 23 │ │ 18.5% │
│ ↑ 12% vs last mo │ │ ↑ 5 vs last mo │ │ ↑ 2.3% │
└─────────────────────┘ └─────────────────────┘ └─────────────────┘
┌─────────────────────┐ ┌─────────────────────┐ ┌─────────────────┐
│ AVG DEAL SIZE │ │ SALES CYCLE │ │ WIN RATE │
│ $12,456 │ │ 28 days │ │ 65% │
│ ↑ 8% vs last mo │ │ ↓ 3 days faster │ │ ↑ 5% │
└─────────────────────┘ └─────────────────────┘ └─────────────────┘Metric Definitions
| Metric | Description |
|---|---|
| Total Revenue | Closed deals this period |
| New Customers | New customer accounts |
| Conversion Rate | Leads to customers |
| Avg Deal Size | Average closed deal value |
| Sales Cycle | Average days to close |
| Win Rate | Won vs total opportunities |
Pipeline Overview
Visual Pipeline
Sales Pipeline - January 2026
Stage │ Count │ Value │ Avg Age │ Conversion
═══════════════════════════════════════════════════════════════
New Leads │ 45 │ $125,000 │ 2 days │ -
↓ 71%
Qualified │ 32 │ $234,567 │ 8 days │ 71%
↓ 56%
Proposal │ 18 │ $456,789 │ 15 days │ 56%
↓ 67%
Negotiation │ 12 │ $345,678 │ 22 days │ 67%
↓ 67%
Closed Won │ 8 │ $234,567 │ 28 days │ 67%
Overall Conversion: 17.8%
Pipeline Health: Good ✓Pipeline Actions
| Action | Description |
|---|---|
| View All | See full pipeline |
| Add Lead | Create new lead |
| Filter | Filter by stage/owner |
| Export | Export pipeline data |
Activity Feed
Recent Activities
Recent Activity
Today
├─ 2:15 PM │ 📧 Email sent to Acme Corp
│ │ Subject: Follow-up on proposal
│ │ By: John Smith
│
├─ 1:30 PM │ 📞 Call logged with TechStart
│ │ Duration: 15 minutes - Qualified
│ │ By: Sarah Johnson
│
├─ 11:45 AM│ 💼 Deal moved to Negotiation
│ │ Acme Corp - $45,000
│ │ By: John Smith
│
├─ 10:00 AM│ 📝 Note added to Global Inc
│ │ "Interested in premium tier"
│ │ By: Mike Wilson
Yesterday
├─ 4:30 PM │ ✓ Task completed: Send quote
│ │ By: Sarah Johnson
│
└─ 2:00 PM │ 📅 Meeting scheduled with ABC Ltd
│ January 25, 2026 at 10:00 AM
│ By: John Smith
[View All Activity]Tasks and Reminders
Task Widget
My Tasks [+ New Task]
Overdue (2)
├─ ⚠️ Follow up with Acme Corp - 2 days overdue
│ [Complete] [Reschedule]
└─ ⚠️ Send proposal to TechStart - 1 day overdue
[Complete] [Reschedule]
Due Today (5)
├─ ○ Call back Global Inc - 2:00 PM
├─ ○ Review contract draft - 3:00 PM
├─ ○ Update CRM records - 4:00 PM
├─ ○ Prepare presentation - 5:00 PM
└─ ○ Send weekly report - EOD
Upcoming (8)
├─ ○ Demo for ABC Ltd - Tomorrow
├─ ○ Quarterly review - Jan 25
└─ [View All Tasks]Calendar Widget
Today's Schedule [Open Calendar]
┌─────────────────────────────────────────────────────────────┐
│ 9:00 AM │ Team standup │ 30 min │
│ 10:30 AM │ Call with Acme Corp │ 45 min │
│ 12:00 PM │ Lunch │ 1 hour │
│ 2:30 PM │ Demo for TechStart │ 1 hour │
│ 4:00 PM │ Internal review meeting │ 30 min │
└─────────────────────────────────────────────────────────────┘
Tomorrow: 4 meetings scheduledTeam Performance
Sales Leaderboard
Team Performance - January 2026
┌─────────────────────────────────────────────────────────────────┐
│ Rank │ Sales Rep │ Deals │ Revenue │ vs Target │ Trend │
├─────────────────────────────────────────────────────────────────┤
│ 🥇 │ Sarah Johnson │ 12 │ $89,456 │ 115% │ ↑ │
│ 🥈 │ John Smith │ 10 │ $78,234 │ 102% │ ↑ │
│ 🥉 │ Mike Wilson │ 8 │ $56,789 │ 89% │ → │
│ 4 │ Lisa Chen │ 6 │ $45,678 │ 78% │ ↓ │
│ 5 │ Tom Brown │ 5 │ $34,567 │ 65% │ ↓ │
└─────────────────────────────────────────────────────────────────┘
Team Total: $304,724 (92% of target)Activity Metrics
Team Activity This Week
│ Calls │ Emails │ Meetings │ Proposals │
───────────────────────────────────────────────────────
Sarah Johnson │ 45 │ 89 │ 8 │ 5 │
John Smith │ 38 │ 67 │ 6 │ 4 │
Mike Wilson │ 32 │ 54 │ 5 │ 3 │
Lisa Chen │ 28 │ 45 │ 4 │ 2 │
Tom Brown │ 25 │ 38 │ 3 │ 2 │
───────────────────────────────────────────────────────
Team Total │ 168 │ 293 │ 26 │ 16 │Quick Actions
Action Buttons
Quick Actions
[+ New Lead] [+ New Contact] [+ New Deal] [+ Log Activity]
[📞 Log Call] [📧 Send Email] [📅 Schedule Meeting] [📝 Add Note]Recent Records
Recently Viewed
Leads:
├─ Acme Corporation (New) - $45,000
├─ TechStart Inc (Qualified) - $32,000
└─ Global Supplies (Proposal) - $28,000
Contacts:
├─ John Doe - Acme Corporation
├─ Jane Smith - TechStart Inc
└─ Bob Wilson - Global Supplies
Deals:
├─ Acme Corp - Enterprise License
├─ TechStart - Professional Services
└─ Global - Annual Contract
[View All Recent]Dashboard Customization
Widget Configuration
Customize Dashboard
Available Widgets:
├─ [x] Pipeline Summary
├─ [x] Performance Metrics
├─ [x] Activity Feed
├─ [x] Tasks
├─ [x] Calendar
├─ [x] Team Leaderboard
├─ [ ] Revenue Chart
├─ [ ] Lead Sources
├─ [ ] Conversion Funnel
└─ [ ] Customer Map
Layout:
○ 2 Column
○ 3 Column
○ Custom
[Reset to Default] [Save Layout]Date Range Selection
Dashboard Date Range
Quick Select:
○ Today
○ This Week
○ This Month (default)
○ This Quarter
○ This Year
○ Custom Range
Custom Range:
From: [01/01/2026] To: [01/22/2026]
Compare To:
[ ] Previous period
[ ] Same period last year
[Apply]Reports Access
Quick Reports
Quick Reports
Most Used:
├─ Pipeline Report [View]
├─ Sales Forecast [View]
├─ Activity Summary [View]
└─ Win/Loss Analysis [View]
Scheduled Reports:
├─ Weekly Pipeline - Every Monday
├─ Monthly Revenue - 1st of month
└─ [Manage Schedules]
[View All Reports]Notifications
Alert Center
Notifications [Mark All Read]
New (3)
├─ 🔔 Deal "Acme Enterprise" moved to Negotiation
│ 2 minutes ago
│
├─ 🔔 New lead assigned: TechStart Inc
│ 15 minutes ago
│
└─ 🔔 Task overdue: Follow up with Global
1 hour ago
Earlier Today (5)
├─ ✓ Quote approved for ABC Ltd
├─ ✓ Meeting scheduled with client
└─ [Show More]
[Notification Settings]Best Practices
Dashboard Usage
- Check dashboard daily
- Review overdue tasks first
- Monitor pipeline health
- Track against targets
Team Management
- Review team performance weekly
- Identify coaching opportunities
- Recognize top performers
- Address bottlenecks
Data Quality
- Keep records updated
- Log activities promptly
- Complete required fields
- Review stale leads
Troubleshooting
Common Issues
Data not refreshing
- Click refresh button
- Check date range
- Clear browser cache
- Contact support
Widgets not loading
- Check internet connection
- Verify permissions
- Reset to default layout
- Try different browser
Metrics seem incorrect
- Verify date range
- Check filter settings
- Review data entry
- Contact administrator
Related Documentation
Learn about Leads to manage your sales pipeline entries.