How To: Use the Dashboard Effectively

Goal

Understand what each dashboard widget shows and how to use it for daily decision-making.

Dashboard Components

Summary Cards

The top row shows key performance indicators:

• Total Revenue: Sum of all won deals
• Active Deals: Number of deals currently in progress
• Conversion Rate: Percentage of leads converted to contacts/deals
• Activities This Period: Total activities logged

Pipeline Overview

A visual breakdown of your active deals by pipeline stage, showing how many deals are in each stage and their total value.

Revenue Trends

Line chart showing revenue over time (monthly or quarterly), helping you spot growth trends and seasonal patterns.

Top Performers

Shows which team members are bringing in the most revenue or closing the most deals.

Recent Activities

A feed of the latest activities (calls, meetings, emails) across the team.

Upcoming Tasks

Shows tasks due soon so you can prioritize your day.

Time Filters

Use the period selector to view dashboard data for:

• This week / This month / This quarter / This year
• Custom date ranges

Tips

• Check the dashboard first thing each morning for a quick status overview
• Use the pipeline widget to identify deals that might be stalling
• Review top performers to recognize and learn from successful team members