Understanding the KeenCRM Dashboard

Your Business at a Glance

The KeenCRM Dashboard provides real-time insights into your business performance with interactive cards and charts.

Key Metrics Cards

• Total Revenue — Sum of all paid invoices for the current period
• Active Deals — Number of open deals in your pipeline
• New Leads — Leads created this month
• Conversion Rate — Percentage of leads converted to deals
• Open Tasks — Pending tasks assigned to you
• Upcoming Events — Events scheduled in the next 30 days

Charts & Trends

Below the cards you'll find interactive charts showing revenue trends, deal pipeline breakdown, lead sources, and team performance over time.

Customizing Your View

You can filter the dashboard by date range (This Week, This Month, This Quarter, This Year) and compare periods to track growth.