Dashboard & Widgets
Your command center with high-level KPIs, configurable widgets, and real-time business intelligence.
Widget Library
The Dashboard supports 20+ draggable, configurable widgets:
Core Widgets
Welcome Message: Personalized greeting card. Stats Overview: Top-line metrics row (leads, deals, revenue, tasks). Daily Tasks: Today's task list with quick-complete actions. Recent Messages: Latest internal team communications. My Leads: Personal lead summary and pipeline snapshot. New Projects: Active and recently created project boards.Analytics Widgets
Team Analytics: Performance charts by team and individual. Revenue Pacing: Projected vs. actual revenue tracking. Outreach ROI: Campaign performance and engagement metrics. Conversion Charts: Funnel metrics and stage-over-stage analysis.AI & Intelligence
AI Insights: Neural health checks across revenue risk, data integrity, task velocity, contract status, and campaign performance — each with a confidence score.Engagement Widgets
Gamification: Leaderboards and points-based performance tracking. Jump Back In: Quick-access to recently viewed records. Notification Center: System notifications with count badges.Customization
Drag-and-Drop: Rearrange widgets to match your workflow. Permission-Gated: Admins can control which widgets each role can see. Export: Export dashboard data for reporting.Sales Command
For deeper analytics, the Sales Command module offers:
My Command: Personal performance dashboard. Team Command: Manager-level team analytics. Unified Analytics: Cross-module insights with leaderboards, conversion charts, and activity feeds.