Your Dashboard — Command Center
The dashboard is your daily starting point. It shows everything you need to prioritize your day.
KPI Cards (Top Row)
- Revenue (MTD): Total revenue from won deals this month, with comparison to last month
- Win Rate: Percentage of deals won vs. total closed (won + lost)
- Pipeline Value: Total value of all active (open) deals
- Total Contacts: All contacts in your system with new leads this month
Priority Counters
Three colored cards show at a glance:
- 🔴 Overdue — Follow-ups past their due date
- 🟡 Due Today — Today's scheduled follow-ups
- 🟢 Meetings — Today's meetings
🔥 Action Queue
This is your prioritized to-do list. It automatically surfaces:
- Overdue follow-ups (critical)
- Today's meetings (high priority)
- Today's other follow-ups (medium)
- New uncontacted leads (low)
- Flagged contacts needing review (high)
You can complete follow-ups directly from the dashboard with the ✓ Done button.
Charts
- Revenue Trend: Line chart showing revenue over the last 6 months
- Pipeline Breakdown: Doughnut chart showing deal value by stage
Right Sidebar
- This Month: Activity counts — leads, calls, emails, meetings, deals won, revenue
- Leaderboard: Team rankings by revenue (managers only)
- Recent Activity: Live feed of what's happening in the CRM
- Quick Actions: One-click buttons to add contacts, deals, follow-ups, tasks