Dashboard
Last updated
The dashboard is the first page you see after signing in. It keeps up to date as you add contacts, move deals and complete tasks.
Overview
- Total Contacts: everyone on the account
- Open Tasks: tasks still to do
- Activities This Week: calls, emails, meetings and notes logged this week
- Overdue Tasks: tasks past their due date
Deals pipeline
- Pipeline Value: the combined value of your open deals
- Won This Month: the value of deals won this month
- Open Deals: how many deals are in progress
- Win Rate: won deals as a share of all closed deals
Deal metrics
Total Deals, Won Deals, Lost Deals and Average Deal Size.
Activity and tasks
- Activities Breakdown: this week’s calls, emails, meetings and notes
- Overdue Tasks and Tasks Due Soon: tick a task to mark it done
- Recent Activities: the latest activities logged
Refer a business
The dashboard also shows the referral programme, which takes 20% off your subscription for each business you refer. The referral programme terms explain how it works.
Stuck, or something missing? Email [email protected], or send a message from Feature Requests in the CRM. David reads and replies to every one.