The dashboard
KPI tiles, charts and filters - the shape of your pipeline at a glance.
The dashboard is the first thing you see - it answers “how’s the pipeline looking?” without needing to open a single lead.
Filters
Filter by Status, Division and (admins only) Sales Person. Every filter narrows the KPI tiles, the charts and the leads grid below them together - there’s no separate “apply” step. Reset puts everything back to the default (In Progress, all divisions).
KPI tiles
Three headline numbers for whatever the current filter shows: pipeline value, lead count and win rate.
Charts
A bar chart and a doughnut chart break the filtered pipeline down by salesperson, division or status. Click a bar or segment to drill straight into that slice - the Sales Person filter (or Division/Status, depending on the chart) updates and the whole dashboard re-queries around it.
Non-admin salespeople don’t see the Sales Person filter or the drill-down click, since their dashboard is already scoped to their own leads only - see Sales user permissions.
See also
- Leads and the pipeline - what Status and Division mean
- The leads list - the same data as a searchable, sortable grid