Sales Dashboard

Get a high-level view of your sales performance with the Sales Dashboard.

Dashboard Metrics

Lead Metrics

• New leads — Count of leads created in the selected period
• Converted leads — Leads that became customers
• Lost leads — Leads marked as lost
• Conversion rate — Percentage of leads won

Revenue Forecast

• Expected revenue based on pipeline and expected close dates
• Weighted forecast — Adjusted by stage probabilities

Team Performance

• Leads per team member — Distribution of leads across your team
• Win rates by person — Who’s closing the most deals
• Activity levels — Calls, follow-ups, and proposals per person

Activity Timeline

• Recent sales activities across your team
• Calls made, proposals sent, deals closed

Accessing the Sales Dashboard

Navigate to Sales → Dashboard from the sidebar.