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Dashboards Overview

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Maria Herrell
Updated 3 weeks ago
Customizable Dashboards in Pipeline CRM let you build a personalized workspace, showing exactly the information that matters most to your sales process. Combine list views, reports, goals, and default widgets all on your home dashboard—so you spend less time clicking around, and more time selling.

With flexible dashboard options, you can:
  • Add unlimited custom tiles, each showing specific info.
  • Resize and reposition tiles to fit your workflow.
  • Curate dashboards with different focuses for yourself or your team.

Getting Started

  1. Create a new dashboard from the dashboards drop-down.
    • You can also edit the existing default dashboard. This should prompt you to save it as a new dashboard.
  2. Add tiles by selecting from default options or searching for custom list views, reports, or goals.
  3. Save and share your dashboard with teammates (Grow Plan only).
  4. Rearrange and resize tiles to fit your workflow.
You can always edit, copy, or remove tiles later—keep refining your workspace as your workflow evolves.


Click here for more details on creating and customizing your dashboards.

Types of Tiles
Your dashboard can include up to 8 tile types. Some tiles are always available (“default”), while others let you add completely custom content.

Default Tiles
  • Pipeline: Track your sales pipeline by stage and see how much revenue is in each phase. Filter by user, time frame, or pipeline type.
  • Latest Email Interactions: View recent opens, clicks, and responses to emails sent from within Pipeline CRM.
  • Deals Slipping Away: Keep an eye on high-value deals with no follow-up tasks or upcoming events scheduled.
  • Agenda: See all your upcoming and overdue tasks/events. Take action directly from your dashboard.
  • Starred Lists: Quickly access your favorited lists for fast navigation.
Custom Content Tiles
  • List Views: Add any saved list of deals, companies, or people for instant visibility.
  • Reports: Pin your saved reports to track key sales metrics at a glance.
  • Goals: Monitor progress towards team or personal targets—right from your dashboard.
Note: Creating, saving, and sharing multiple dashboards (including list views, reports, and goals) is available on our Grow Plan. Interested in exploring all Grow features? Contact Customer Care to request a free 2-week trial.
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