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Core

Dashboard

Your command center for active leads, pipeline value, won revenue, win rate, open value by stage, lead sources, top leads and recent activity.

Documentation

Dashboard

What you see

  1. Key numbers

    Active leads, Pipeline value, Won revenue and Win rate. Switch between Workspace and Mine to see the whole team or only your own deals.

  2. Pipeline

    Open value by stage: the deal count, value and share of each stage (New, Qualified, Proposal, Negotiation or your custom stages), with won and lost totals underneath.

  3. Top open leads

    Open leads ranked by score, highest first. Click one to open the lead.

  4. Recent activity

    Latest emails, notes, and stage movements across the team so nothing falls through.

Ready to get started?

Create your workspace, invite your team, and start closing deals in minutes.

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