Combine list views, reports, goals, and default widgets all on your home dashboardâso 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.
Note: Customizing and sharing dashboards is only available on our Grow Plan.
Getting Started
- 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.
- Add tiles by selecting from default options or searching for custom list views, reports, or goals.
- Save and share your dashboard with teammates (Grow Plan only).
- Rearrange and resize tiles to fit your workflow.
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 (âdefaultâ), while others let you add completely custom content.
Default Tiles
- Pipeline: Track your sales pipeline by stage and view the revenue breakdown for each stage. 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.
- 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 targetsâright from your dashboard.