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Dashboard Tab

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Maria Herrell
Updated 6 days ago
The Dashboard tab is your one-stop command center for tracking progress, spotting opportunities, and making smarter decisions in Pipeline CRM. Whether you’re a solo closer or managing a team, the Dashboard helps you focus on what matters most—without the clutter.


Why Use the Dashboard?
  • Instant Overview: See your pipeline’s health and know exactly where to focus.
  • Performance at a Glance: Monitor key stats like won deals, sales cycle time, and win ratio.
  • Stay Organized: Manage tasks, follow up on hot leads, and never miss a beat.

Key Features

1. Pipeline

Get a clear snapshot of your active deals and their total value, broken down by stage.
How it Works:
  • Clickable Values: Click any stage to jump to its detailed list.
  • Flexible Views:
    • Managers can view the pipeline for the whole team or for individuals.
    • Adjust by time frame: This Week, Month, Quarter, or Year.
    • Toggle between all active deals or those expected to close in a selected period.
  • Multiple Pipelines: Select the pipeline that’s most relevant to your work.
  • User Selector: Choose whose pipeline you want to view.
Tip: Use the “Active Deals” or “Expected to Close” toggle to customize your focus.

Stay on top of your game with dynamic performance metrics that update as you filter by user or time frame:
  • Amount Won: Total value of closed-won deals.
  • Deals Won: Total number of closed-won deals.
  • Sales Cycle Time: Average days to close a deal.
  • Win Ratio: Percentage of deals closed-won.
  • Average Won Deal Size: The average value of won deals.

2. Agenda
Keep your day on track with a simple, actionable agenda:
  • View Tasks: See today’s, this week’s, and overdue tasks.
  • Manage Tasks: Mark tasks complete, edit, or delete as needed.
  • Visual Cues: Overdue items are highlighted in red for quick attention.
Note: A task is overdue the day after its due date; an event is overdue 30 minutes after its end time.


3. Starred Lists
Pin your most important lists for one-click access:
  • Highlight Priorities: See key deals or leads front and center.
  • Stay Focused: Never lose track of what matters most.
  • Share: Easily share valuable lists with your team.

5. Latest Email Interactions
Catch engaged leads at just the right moment:
  • Live Feed: View the five most recent tracked emails opened or clicked.
  • Requirements: Email sync required; only tracked emails (with campaigns or tracking enabled) appear here.
  • Inbox Access: To see your full inbox, visit the Email tab.

6. Deals Slipping Away
Don’t let valuable deals fall through the cracks:
  • Smart Alerts: The Dashboard highlights deals that need your attention—especially those that are large, haven’t been touched lately, or lack scheduled tasks.
  • Ranking Factors:
    1. Deal Size: Bigger deals rise to the top.
    2. Stalling: Deals with delayed next steps get flagged.
    3. Forgotten: Deals with long gaps since the last activity are prioritized.


Customize Your Dashboard (Grow Plan)

If you’re on the Grow plan, you can add custom content to your Dashboard for a truly tailored experience. Check out our Knowledge Base for more on this feature.
Click here for more information on how you can build and customize your dashboard.

If you have any questions or run into trouble, reach out to our support team at [email protected].

Next: Understanding Companies, Deals, & People
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