Dashboard
Overview
Section titled “Overview”The dashboard is your home page after logging in. It shows a high-level view of your sales pipeline and recent activity.
Stat cards
Section titled “Stat cards”Four cards at the top show key metrics:
| Card | What it shows |
|---|---|
| Pipeline Value | Total value of all open deals |
| Revenue Forecast | Weighted forecast: sum of (deal value x probability / 100) for open deals |
| Deals Won (This Month) | Number of deals closed as won this month |
| Revenue Won (This Month) | Total actual revenue from deals won this month |
Pipeline by Stage
Section titled “Pipeline by Stage”For each pipeline, a horizontal bar chart shows:
- Stage name — each active (non-terminal) stage
- Bar — proportional to the total deal value in that stage
- Value — total deal value in that stage
Below each pipeline chart, you’ll see:
- Number of open deals
- Total pipeline value
- Revenue forecast (weighted)
Click a pipeline card to navigate to the deals page filtered by that pipeline.
Recent Activities
Section titled “Recent Activities”The left column shows your most recent activities:
- Activity type icon (call, email, meeting, note)
- Subject line
- Relative time (e.g., “just now”, “3 hours ago”)
Top Open Deals
Section titled “Top Open Deals”The right column shows your highest-value open deals:
- Deal title (click to navigate to the deal)
- Deal value
- Current stage