Dashboard.
See what is closed, what is still in play, and what needs you today, for yourself or for the whole team.
The Dashboard is the first page after sign-in. It answers three questions: what has closed, what is still in play, and what needs you today.
Concepts
- Scope. The Me and Everyone tabs choose whose numbers to show. Me shows the records you own. Everyone shows the whole team.
- Reporting currency. Pipeline values use the reporting currency. A deal without an exchange rate is left out of a total, and the card says how many were left out.
- Stage history. Conversion and win charts read every stage change, so they fill in as deals move.
What you see
| Card | What it shows |
|---|---|
| Open pipeline | The value and count of open deals, and where the value sits by stage. |
| Closed won this month | The value you won this month, compared with the last period. |
| Closed won vs. new pipeline | The last six months, by the month a deal closed or was created. |
| Marketing posts | The posts sent each month in the last six months, and the post total. When no post is sent, the chart shows the posts added to the release calendar. |
| Stage conversion | A funnel in the stage colours. Each stage shows its name, its conversion rate, and the converted and reached counts. |
| Performance metrics | One chart with seven tabs: Companies, Contacts, Deals, Inbox, Finance, Marketing, and Legal. Each tab shows the count for the last six months and the monthly count. The Marketing tab counts sent posts. |
| Overdue tasks | Tasks past their due date. Select Mark as done to close one. |
| Recent activity | Every note, task, and stage change in the current scope, with provider logos for connected sources. |
The Inbox, Finance, Marketing, and Legal tabs of Performance metrics show workspace totals. The Companies, Contacts, and Deals tabs follow the Me and Everyone scope. The Inbox tab counts conversations started. The Marketing tab counts sent posts. The Legal tab counts created documents. A large workspace limits each count to the newest 2,000 rows, and the card says so. A currency selector keeps each original payment currency separate.
Set up
- Set the reporting currency in Settings → Currencies.
- Give each open deal an owner and an amount. The pipeline charts read the deal stage.
- Connect Stripe, or add finance records by hand, to fill the payments chart.
Typical workflows
- Morning check. Select Me. Clear the overdue tasks. Open each deal in Recent activity that changed overnight.
- Weekly pipeline review. Select Everyone. Read the stage conversion. A stage with a low rate shows where deals stall.
- Campaign check. Read the Marketing posts card. It shows the posts sent each month, and the post total. Open the Marketing tab of Performance metrics for the same count beside the other sections.
- Month end. Compare Closed won with New pipeline. More new pipeline than wins means the pipeline grows.
Open it in your workspace
Open https://<your-portal>.example.com/<workspace> to see your Dashboard.