CRM Dashboard
The CRM Dashboard provides a comprehensive overview of your sales pipeline, opportunities, and lead activities.
Overview
The Dashboard displays key performance indicators and visual charts to help you understand your sales performance at a glance.
Key Metrics
At the top of the dashboard, you'll see:
| Metric | Description |
|---|---|
| Active Deals in Pipeline | Number of ongoing sales opportunities |
| Total Opportunities | All potential deals being tracked |
| MMR Opportunity | Monthly recurring revenue potential |
| Initial Cost Opportunity | One-time cost opportunities value |
Dashboard Charts
Sales Stages Chart
A bar chart showing how many deals are at each stage:
- Prospect
- Internal Meeting
- Technical Meeting
- Proposal
- Negotiations
Deal Types Chart
Distribution of deals by category showing which types of deals you're pursuing.
Closing Dates Chart
Timeline showing expected close dates for your deals.
Sales Probability Chart
Deals grouped by likelihood to close (A through F ratings).
Average Days in Stage
Shows how long deals typically stay at each stage, helping identify bottlenecks.
Lead Updates Panel
The right side shows recent activity:
- Total Confirmations - Combined wins and losses
- Wins - Successfully closed deals
- Losses - Lost deals
Activity Feed
Shows recent changes including:
- Stage changes
- New deals added
- Updates by team members
Filter by:
- All - All updates
- Unread - New updates
- Read - Already viewed
Common Tasks
Reviewing Pipeline Health
- Open CRM → Dashboard
- Check the Sales Stages chart for bottlenecks
- Review Average Days in Stage for delays
- Take action on stalled deals
Tracking Performance
- Monitor Total Confirmations
- Compare Wins vs Losses
- Review closing dates timeline
- Identify trends in deal types
Tips
- Daily Review - Check the dashboard daily for updates
- Watch Bottlenecks - Address deals stuck in stages too long
- Track Trends - Monitor patterns in wins and losses
- Act on Updates - Follow up on lead activity notifications
Related Pages
- Deals - Manage individual deals
- Companies - Company information
- CRM Overview - Module overview
💡 Note: Dashboard metrics update in real-time as deals progress through your pipeline.