Dashboard
The Dashboard gives you an at-a-glance overview of your pipeline health, recent activity, and key metrics — all in one place.
What you'll see
The Dashboard is the first screen after you sign in. It's broken into several cards:
- **Pipeline Summary** — total contacts by stage, shown as a horizontal bar chart
- **Recent Activity** — the last 10 actions across your workspace (new contacts, stage changes, tasks completed)
- **Tasks Due** — upcoming tasks sorted by due date
- **Contact Stats** — total contacts, new this week, and contacts with no activity in 14+ days
- **Email Activity** — emails sent and received this week (requires Gmail sync)
Customization
The Dashboard layout is fixed in the current release. Future versions will allow you to pin, reorder, and hide cards. For deeper analysis, visit the Reports page (Pro plan).
Refreshing data
Dashboard data is computed on page load from your workspace's live data. There's no cache delay — what you see is current. If you've just imported contacts or synced Gmail, the Dashboard reflects those changes immediately.