The Dashboard is your daily command center. It answers: what is overdue, what is due today, how the pipeline looks, and what just happened.
What is on the dashboard
- Overdue tasks: count and link to Tasks. These are your open next actions with a due date in the past.
- Due today: count of tasks due today. Click through to Tasks to work them.
- Open deals: number of deals in open stages and their total value.
- Contacts: total contacts in the workspace.
- Today's tasks: a short list of your overdue and today tasks, plus a link to View all.
- Recent activity: latest activity across deals and contacts so you can see what is moving.
- Pipeline summary: open count, total value, won and lost this month.
- Quick actions: Add Contact, Add Deal, View Tasks.
How to run your day
- Open the app and land on the Dashboard.
- Check Overdue and Due today. If anything is overdue or due today, go to Tasks and either complete or reschedule.
- Use Today's tasks on the dashboard to knock out the next one or two items without leaving the page.
- Glance at Recent activity to see if anything needs a follow-up, then add a next action on the deal or contact if needed.
- Use Quick actions to add a contact, create a deal, or open the full task list.
The dashboard only shows your tasks (owned by you). For a team view, see the Team dashboard.