This is an overview of how to interpret and use your dashboard:

Your Dashboard is an overview of your business. This is the first thing that you will see when you log into the system. It will outline the progress and performance of your business. Here are the potential different parts of your default Dashboard.

***NOTE: Depending on your user permissions, you may not have access to all of the components***

Dashboard Data Tiles

Your dashboard is made up of many different pieces of data that give you a 10,000 ft view of your activities and success in your CRM! Below are the different data tiles that you will see, and what they are used for:


Number of Leads in your Pipeline.

Pipeline Value

All of your Leads' total worth.

Conversion Rate

Percentage of your ‘WON’ Leads/Accounts.


A visual representation of what stages your Opportunities are within your Pipeline.

Stages Distribution

This is a cyclic graph of your Pipeline.

Manual Actions

An overview of all your manual actions.


A list of assigned tasks for one or all users within your Account.