ANTE User ManualCRM Dashboard
The CRM Dashboard gives you a single overview of your sales pipeline and recent activity. It is the landing page of the CRM module — opening CRM takes you straight here.
Opening the Dashboard
- Click CRM in the sidebar.
- The dashboard opens at CRM → CRM Dashboard (the default CRM page).
The page header reads CRM Dashboard with the subtitle Pipeline overview and sales performance.
Filtering by Owner
At the top of the page is a single filter:
- All Owners dropdown — choose a relationship owner to limit every metric, chart, and table on the page to that person's deals. Select All Owners to clear the filter and see everything again.
Metric Cards
A row of six summary cards sits below the filter:
| Card | What it shows |
|---|---|
| Total Deals | Count of all deals. Click to open the Deals pipeline. |
| Open Deals | Count of deals still in progress. Click to open the Deals pipeline. |
| Won This Month | Deals won in the current month, with a change indicator showing the difference vs last month. |
| Pipeline MRR | Total monthly recurring revenue across open deals. |
| Pipeline Impl. Fee | Total implementation fee value across open deals. |
| Weighted Pipeline | Pipeline value adjusted by each deal's win probability. |
Charts and Widgets
Below the metric cards, the dashboard shows the following widgets. Any widget with no data shows a short "no data" message instead.
Pipeline Funnel
A bar chart of deal counts by stage. Active pipeline stages are shown first, then a divider, then the resolved stages (Won / Lost).
Pipeline by Month
A stacked bar chart showing the stage mix for each month, broken down into:
- Prospect
- Initial Meeting
- Technical Meeting
- Proposal
- In Negotiation
Revenue Forecast
A bar chart per month comparing Total value, Weighted value, and MRR.
Pipeline by Probability
A table grouping open deals into probability tiers:
- A (High)
- B (Medium)
- C (Low)
For each tier it lists the deal Count, MRR, and Impl. Fee.
Monthly Pipeline
A table of deals grouped by month, showing Count, MRR, and Impl. Fee per month.
Deal Type Mix
A proportional bar plus legend showing how your deals are distributed across deal types, with the count and percentage for each type.
Top Deals by Value
A table of your highest-value deals, listing Deal, Value, MRR, and Win %.
Closing This Month
A table of deals with a target close date in the current month, listing Deal, Value, and Close Date.
Win Rate
A donut chart with the win-rate percentage in the center, broken down by Won, Lost, and (when present) Unqualified counts.
Stale Deals (14+ Days Inactive)
A table of deals with no activity for 14 or more days, showing the Deal, the number of Days inactive, and the Owner.
Recent Activity
A feed of recent CRM activity, each entry showing who performed the action, a description, and how long ago it happened.
Common Tasks
Reviewing Pipeline Health
- Open CRM to land on the dashboard.
- Check the Pipeline Funnel to see where deals are concentrated.
- Review Stale Deals (14+ Days Inactive) for deals that need follow-up.
- Use the Win Rate widget to track your close performance.
Focusing on One Salesperson
- Open the All Owners dropdown.
- Select a relationship owner.
- All cards, charts, and tables now reflect only that owner's deals.
Related Pages
- Deals — Manage individual deals
- Companies — Company information
- CRM Overview — Module overview
How It Connects
Set up first
- Pipeline Settings — the pipeline stages are the stages the funnel and stage figures are grouped by.
- Relationship Owners — the All Owners filter lists the people set up as relationship owners.
Gets its data from
- Deals — every metric, chart and list is calculated from your deals.
- Deal Types — the Deal Type Mix chart groups deals by their deal type.
Feeds into
- Deals — open the board to act on stale deals and deals closing this month.
- Resolved Deals — the win rate and loss reasons are explored in detail there.