The dashboard is your home screen after signing in — an at-a-glance view of how your leads and pipeline are doing, so you know where to focus today.
What you'll see
- Headline figures — key totals for the current period, such as leads and sales, shown prominently at the top.
- Stat cards — quick counts (for example leads today, yesterday, and last quarter). Tap a card to open its mini report.
- Charts — leads by status and your pipeline by stage, so you can see the shape of your funnel.
- Recent leads — the latest enquiries with their current status.
Using it day to day
Start your day here to spot what needs attention, then jump into Leads & Follow-ups to act. What appears depends on your plan and your role — sales figures, for example, are only shown to members who are allowed to see them.