CRM Dashboard
The CRM Dashboard is the landing page of the sales area. It shows at a glance how many deals are currently open, how much they're worth, how your sales activity is trending, and what's coming up next — without switching to the Pipeline or the Activities list.
What can I do here?
- See key figures for open and won deals at a glance
- Check the conversion rate and this week's activities
- View a compact overview of the pipeline stages (how many deals sit where)
- Track upcoming tasks and the team's most recent activities
- Use quick actions to create a new deal or contact, or log a call, without leaving the page
Step by step
- Open CRM → Dashboard to see the current sales situation.
- Use the quick actions at the top to create a new deal, a new contact, or log a call without switching pages.
- Check the pipeline overview to see which stage has the most deals stuck in it — for details, go to the Pipeline.
- Check "Upcoming Tasks" for what's due today or this week.
Fields explained
| Field | Meaning | Notes/Effect |
|---|---|---|
| Open Deals | Number of deals that are currently neither won nor lost | Shows the business currently in progress |
| Open Value | Total monetary value of all open deals | Rough indicator of revenue potential in the pipeline |
| Won This Month | Number of deals won in the current calendar month | |
| Won Value | Total value of the deals won this month | |
| Conversion Rate | Share of deals currently/recently won versus lost | |
| Activities This Week | Number of calls, emails, meetings and notes logged since the start of the week | |
| Pipeline Summary | Bar chart per pipeline stage with the count and value of deals in it | Clicking leads to the full Pipeline |
| Upcoming Tasks | List of the next tasks due from the CRM | |
| Recent Activities | Chronologically sorted list of the team's most recently logged activities |
Values & statuses
The dashboard itself has no statuses of its own — it only summarizes numbers from the Pipeline, Activities, and tasks. The statuses that apply there (e.g. deal status open/won/lost) are explained on their respective pages.
Frequently asked questions
Why do the numbers on the dashboard differ from the Pipeline page?
The dashboard shows aggregated figures (e.g. "this month"), while the Pipeline page shows the full, filterable deal list. Different time ranges or filters can make the numbers differ slightly.
Can I create a deal directly from here?
Yes, using the "New Deal" quick action at the top of the page.
Where do I see which tasks are assigned to me personally?
The "Upcoming Tasks" list shows upcoming CRM tasks; a complete task list filterable by person is available in the Tasks area.