Pipeline CRM

    Dashboard Tab

    Dashboard Tab

    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. The Pipeline tile is your central hub for tracking sales, forecasting revenue, and guiding your next steps — with a clear overview and actionable insights, you'll always know where your pipeline stands and what to focus on next.

    What Can You Do Here?

    • See Total Revenue — Instantly view the current value of your pipeline.
    • Forecast Closures — Find out what deals are expected to close this week or month.
    • Track Performance — Compare your team's results to previous months.
    • Monitor Deal Progress — Check how long deals stay in each stage and what's being done to move them forward.

    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.

    Pipeline Overview

    • The headline shows your pipeline's total revenue at a glance.
    • Managers and executives can switch views to see individual team members' pipelines using the Users option in the top-right.

    Expected Closures

    • Use the Active Deals dropdown to filter for deals expected to close this month.
    • Quickly assess which deals are likely to close and which may need extra attention.
    • Select a stage to see all deals currently in that stage.

    Performance Stats

    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.

    💡 Tip: Use the filter option to select by Pipeline, Active deals, Expected to close deals, and also choose a time frame.

    Deal Stage Insights

    Hover over each stage to see:

    • Average days deals spend in that stage.
    • Average number of activities created.
    • Average number of calendar tasks scheduled.

    These insights help you identify bottlenecks and opportunities for improvement.

    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.

    4\. 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.

    5\. 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 — combine list views, reports, goals, and default widgets. See **Getting Started with Custom Dashboards** for more.

    Need help? Contact support at customercare@pipelinecrm.com.