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Understanding Your Dashboard

The dashboard gives you a real-time overview of your business: recent activity, pipeline value, contact growth, tasks due, and upcoming calendar events. Several widgets are dismissible — once hidden, restore them from Settings > Customize.

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Steps

  1. Navigate to Dashboard from the sidebar.
  2. Review the activity feed for the latest CRM events (new contacts, deals moved, emails sent).
  3. Check the stats cards for total contacts, open deals, tasks due today, and revenue.
  4. Click any stat card to jump directly to that section.

Good to know

  • Pin your most-used pages from the sidebar for faster navigation (right-click any nav item).
  • The activity feed updates in real-time — no need to refresh.
  • The "Happening Now" card surfaces the meeting that's starting soonest with a one-click "Start Meeting" button.
  • Hidden widgets (currently the Setup Score panel) can be brought back from Settings > Customize > Dashboard Widgets > "Show all hidden widgets". The dismissal is per-browser, so resetting only affects the device you're on.
  • The Setup Score panel auto-hides at score ≥ 80; it's "doing its job", not broken. To force it back early, click "Show all hidden widgets" — it returns until the next manual Hide.
Example: Mike runs a 4-person agency. Every Monday at 9 AM he opens the dashboard before standup — the activity feed shows 12 new leads landed over the weekend, the open-deals stat says $84K was added to pipeline, and tasks-due flags two client deliverables at risk. Two clicks later the leads are assigned to teammates and the standup writes itself.

Troubleshooting

Dashboard shows "No data" even though I have contacts and deals
Dashboard widgets pull from the last 30 days by default. If all activity is older, widgets appear empty.
Fix: Check for recent activity; create a test contact or task to verify the dashboard updates. The activity feed, pipeline value, and task widgets all need data from the current period.
If that fails: Hard refresh the page (Ctrl+Shift+R). If still empty, confirm you're logged into the correct organization.
"Do This Next" suggestion seems irrelevant
The AI suggestion is based on your current data state (contacts, pipeline, tasks). With no data, it defaults to prospecting suggestions.
Fix: Working as intended — suggestions improve as you add more data. Dismiss with the X button.
Setup Score panel disappeared and I want it back
You either clicked "Hide" (7-day per-browser dismissal) or your score crossed the ≥ 80 auto-hide threshold.
Fix: Settings > Customize > Dashboard Widgets > "Show all hidden widgets" clears every dismiss flag on this device.

Error messages

  • Failed to load dashboard — Network error. Check internet connection, refresh the page.
  • Session expired — Login token expired (7 days). Log in again.

Plans

All plans have full dashboard access. The "Do This Next" AI suggestion uses AI tokens from your plan allocation.

Related

  • Onboarding Checklist — first-time setup steps
  • Analytics — deeper reporting beyond dashboard widgets
  • AI Agent — powers the "Do This Next" recommendations

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