CRM dashboard
The CRM dashboard shows how your team and your CRM are doing in the period you choose. Open CRM > Dashboard. It needs the role setting View CRM dashboard and reports and a plan that includes Dashboard and reports. Without that setting, CRM opens on People instead.
Choose what you see
Period: Today, Yesterday, Last 7 days, Last 30 days (the default), Last 90 days, This month, Last month, This quarter, This year or Custom range. A custom range can be at most 366 days.
Everyone: search for a colleague to limit the numbers to the records and work of that person. Clear it to see the whole team again.
Compare to previous period: adds a change next to each number, measured against the period of the same length right before yours.
Refresh (the arrows icon): loads fresh numbers. Without it, the numbers can be up to one minute old.
The period, person and comparison are kept in the page address, so you can copy the link to share exactly this view with a colleague who has the same access. Days are counted in the time zone of your browser. Under the controls a line shows the dates, the comparison dates and when the numbers were updated.
My day and stale relationships
My day: your meetings and tasks for today. Open calendar goes to the CRM calendar.
Stale relationships: business contacts with no activity for 30 days (the built-in segment). Open the segment to work the list, or open a person from the sample.
Key numbers
The summary band shows People, Open deals, Open value and Win rate as four cards, subject to your access. Each card adds context: People shows how many are new in the period, Open deals shows deals created, won and lost, Open value shows the weighted value, and Win rate shows a progress bar. Pipeline shows every open stage as a bar, with won, lost and the open value below. Notes, Conversations in / out, Calls, Talk time and Tasks done sit in a strip at the top of the activity card. Overdue tasks and missed calls are in Needs attention. Comparison changes keep their arrows and signs. Lifecycle stages are ranked bars and sources a ring chart, both with counts and percentages. Money remains separate for each currency.
People: everyone in the CRM right now. It does not follow the period.
New people, Notes, Conversations in, Conversations out and Tasks done: counted in the period.
Tasks overdue: open tasks past their due time, right now.
Calls, Missed calls and Talk time: only with the role setting View CRM calls and Telephony on your plan.
Deals created, Deals won, Won value, Deals lost, Open deals, Open value, Win rate (won out of won plus lost) and Average days to win: only with the role setting View deals and Deals on your plan.
Money is shown per currency and is never added across currencies.
A small trend chart on the People card shows new people per day in the selected period. It uses the actual daily samples. Flat data stays flat. No trend is shown without at least two daily samples.
Charts
Activity per day: stacked bars for notes, conversations, calls (when you can see calls) and tasks done.
New people per day: how many people were added each day.
People per lifecycle stage: everyone in the CRM right now, split by stage, with the share of each.
Where new people come from: the sources of people created in the period (up to 12).
Every chart has the same numbers in a table for screen readers, and colour is never the only way to read a value.
Pipeline and team leaderboard
Pipeline shows each stage of a pipeline with its deal count, the value and, for open stages, the weighted value. Stages are marked Open, Won in period or Lost in period. If you have more than one pipeline, pick the one to show. This block appears only when you can see deals.
Team leaderboard lists what each colleague did in the period: notes, tasks done, calls and deals won with their value. It always lists the whole team, also when you filtered by person.
If something looks wrong
A card saying Dashboard and reports is not included in your plan means the plan does not include it. Dashboard and reports is part of the Business and Enterprise plans.
Choose a valid date range appears while a custom range is incomplete or longer than 366 days.
A load error shows a retry button. Use it, or refresh the page.
Calls or deals numbers missing means your role or plan does not include calls or deals.
To record a past call, open Log conversation, choose Call and enter its date and time in the timezone shown. Conversation and Meeting can also be logged. Add your notes, optional teammate mentions and an optional follow-up task or meeting, then save. The activity uses the selected time; future or invalid times are rejected. A manual call appears in Activity and the person’s Calls filter, keeps note editing and file attachments, and does not dial a number or create a recording.