Dashboard
Get a real-time snapshot of your sales pipeline, contacts, engagements, deals, and tasks — all in one place.
Created April 1, 2026
Overview
The CRM Dashboard is the first thing you see when you open the CRM. It gives you a live view of what's happening across your sales operation — pipeline value, active engagements, contact counts, and your personal workload.
Everything on the dashboard updates automatically, so you always have an up-to-date picture without having to dig through individual sections.
You can freely move around cards, and you can also delete or edit tiles by clicking the three dots on the top right of each card.
Dashboard
The dashboard is made up of four widget categories: KPI Cards, Charts, Lists, and Navigation.
KPI Cards
Pipeline Value
Total value of all open deals currently in your pipeline.
Engagements
Number of active engagements and the total across all stages.
Contacts
Total number of contacts in your CRM, split between leads and customers.
My Work
Your personal workload — open tickets and tasks assigned to you.
Charts
Deal Pipeline
A bar chart showing how many deals are in each stage of your pipeline, with total value at a glance.
Engagement Stages & Companies
Shows how your engagements are distributed across pipeline stages alongside a breakdown of your company contacts.
Lists
Recent Activity
A live feed of the latest actions taken across your CRM — calls, notes, status changes, and more.
My Tasks
Your upcoming tasks, so you can see what needs to be done without leaving the dashboard.
Recent Deals
The most recently created or updated deals in your pipeline.
Navigation
Quick Links
Navigation shortcuts to the CRM sections you use most.
Content 
Use the Add Content menu to choose which widgets appear on your dashboard. Each widget can be toggled on or off individually.
Pipeline Value — KPI card showing total open deal value.
Engagements — KPI card showing active and total engagement counts.
Contacts — KPI card showing your total leads and customers.
My Work — KPI card showing your open tickets and tasks.
Deal Pipeline — Chart showing deals broken down by pipeline stage.
Engagement Stages & Companies — Charts showing engagement stage distribution and company breakdown.
Recent Activity — List of the latest actions taken across your CRM.
My Tasks — List of upcoming tasks assigned to you.
Recent Deals — List of your most recently created or updated deals.
Quick Links — Navigation shortcuts to the sections you use most.