What this does
The sales dashboard gives you an at-a-glance view of your pipeline health, revenue, and team activity. It updates in real time as deals move through stages.
When to use it
Check your dashboard daily to stay on top of pipeline performance and spot bottlenecks.
What you'll see
- Total Pipeline Value — sum of all open deals
- Deals Won This Month — count and total value of deals marked as won
- Conversion Rate — percentage of deals that reach the won stage
- Average Deal Size — mean value across closed-won deals
- Pipeline by Stage — bar chart showing deal count per stage
- Recent Activity — latest calls, emails, and meetings logged by your team
- Revenue Trend — line chart of won revenue over time
Step by step
- Click Dashboard in the main menu
- Use the date picker to change the reporting period
- Click any chart segment to drill down into the underlying deals
- Use the Team filter to view individual rep performance
Tips
- The dashboard respects your entity's pipeline — switch entities to see different pipelines
- Hover over chart segments for exact figures
- Export dashboard data by clicking the Export button