CRM dashboard - key figures and evaluations
Written By Miro Flemke
Last updated 5 months ago
The CRM Dashboard
The CRM Dashboard gives you an overview of your entire sales operations. All metrics and charts update in real time and can be filtered by date.
Key Metrics at a Glance
At the top of the dashboard, you’ll see the most important figures:
Widgets and charts
Below you will find detailed analyses:
Won deals over time
Shows the monthly trend of your closed deals, broken down by account manager. This helps you identify trends and track the performance of individual team members.
Deal conversion
How are your deals distributed across the pipeline stages? This widget shows you how many deals are in each stage and what the conversion rate is between stages.
Average deal value
Compares the current average value with the previous period—including the percentage change.
Deal Duration
How long does it take on average from creating a deal to closing it? This widget shows the average duration in days and the trend compared to the previous month.
Deal Performance
Monthly overview: How many deals were opened, won, and lost? Ideal for identifying seasonal patterns.
Deal Progress
Visualizes how deals are distributed monthly across the individual pipeline stages.
Pipeline Value Trend
Compares the current open pipeline value with the value from 30 days ago.
Reasons for Loss
A pie chart showing the most common reasons why deals are lost. Prerequisite: You enter a reason when a deal is lost.
Activity Overview
Shows completed and open activities, broken down by type (call, email, meeting, task, note).
Recent Deals
The 10 most recently updated deals, including company, contact, person in charge, and stage.
Date Filter
By default, the dashboard displays the current calendar year (January 1 to December 31). You can select your own time period at any time—all widgets will adjust immediately.
Permissions
To view the dashboard, you need the "View CRM" permission.