Dashboard
What the dashboard shows and how to use pipeline numbers and the follow-up queue.
62 questions in this category
What does the dashboard show?
The CRM dashboard is your home view. It typically shows:
• Pipeline numbers: Counts of leads in each stage (e.g. New, Contacted, Qualified, Proposal, Booked, Won, Lost). • Follow-up queue: Leads with a next follow-up date, often with overdue highlighted. • Recent activity or recent leads so you can see what’s happening at a glance.
Use it to see today’s priorities and how your pipeline is moving.
What do the pipeline numbers mean?
Each number is the count of leads in that stage:
• New: Just came in, not yet contacted. • Contacted: You (or automation) have reached out. • Qualified: Lead is qualified (e.g. by AI or your criteria). • Proposal: Proposal or quote sent. • Booked: Meeting or appointment booked. • Won / CLOSED_WON: Deal closed successfully. • Lost: No longer pursuing.
Click a stage or use the Pipeline view to see and move leads.
Where is the follow-up queue? How do I track follow-ups?
The follow-up queue is on the dashboard. It lists leads that have a “next follow-up” date set, often with overdue follow-ups called out.
To track follow-ups: 1. On each lead’s detail page, set “Next follow-up” in the Follow-up section and click Save date. 2. Those leads appear in the dashboard follow-up queue. 3. Work from the queue and update the date or clear it when done.
You can also create tasks (CRM → Tasks or from the lead page) for specific to-dos.
Why are my leads not updating on the dashboard?
• Refresh the page; the dashboard loads data when you open it. • Ensure the lead is in your account and has the right status/stage. • If you use filters (e.g. “my leads only”), check that the lead matches. • If you just added a lead via webhook or form, wait a moment and refresh.
If it still doesn’t show, check Leads and Pipeline to confirm the lead exists and has the expected stage.
How do I see today's activity?
On the dashboard, use the “Recent activity” or “Recent leads” section to see what’s happened lately. For a single lead, open the lead (Leads → click the lead) and scroll to the Activity timeline to see all events, notes, and messages in order.
Step-by-step: Using the dashboard
1. Open the CRM and land on the Dashboard (or click Dashboard in the nav). 2. Read the stat cards: Total leads, Active in pipeline, Closed won, New (last 7 days), Conversion rate, AI credits used, Unread conversations, Upcoming appointments. 3. Click any card or link to jump to the relevant page (Leads, Inbox, Calendar). 4. Review Today's Focus for suggestions like conversations awaiting reply or overdue follow-ups. 5. Use the Activity and usage section for recent leads, appointments, conversations, and automation stats. 6. Use Performance trends to change date range and view lead and booking trends.
Best practices
Check the dashboard at the start of each day. Use the follow-up queue to prioritize who to contact. Click through from cards to Leads, Inbox, or Calendar. If you use filters or team views, ensure they match how you work so the numbers are meaningful.
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