Lead funnel metrics
Total, new, qualified, and converted lead counts with the conversion rate for the selected range.
CRM Feature
A CRM Dashboard That Answers “How Are Sales Going?”
Pick a date range and see your lead funnel, pipeline value, won revenue, win rate, overdue tasks, and today’s activities — each metric compared against the previous period, with recent activity and priority work listed alongside.
Six selectable date ranges
Up/down trend on every metric
Customer growth and status charts
The implemented CRM dashboard
Metric cards, trend indicators, charts, recent activities, and priority tasks from the actual CRM dashboard.
Overview
Live Sales Metrics with Built-in Context
The CRM dashboard computes fifteen metrics from your real records for a selected range — today, the last 7 days, this month, last month, this year, or the last 30 days. Lead metrics cover totals, new, qualified, and converted leads plus conversion rate; deal metrics cover open deals, total and probability-weighted pipeline value, won revenue, lost deal value, win rate, average deal size, and deals closing within 14 days; work metrics count overdue tasks and activities scheduled today.
Every metric is compared against the previous equivalent period and marked as trending up, down, or flat with a percentage. Below the metrics, the dashboard lists the five most recent activities and the five highest-priority open tasks, and renders customer growth and customer status charts. Results are cached briefly and refreshed automatically when CRM events change the underlying data.
Capabilities
What Dashboard Can Do
Every capability below reflects functionality implemented in the TenantSaaS CRM module.
Pipeline and revenue metrics
Open deals, total pipeline value, weighted pipeline value, won revenue, lost deal value, win rate, and average deal size.
Period-over-period trends
Each metric compares against the previous equivalent period and shows an up, down, or flat trend with a percentage.
Work-at-hand indicators
Overdue task counts, activities scheduled today, and deals closing within the next 14 days.
Recent activity and priority tasks
The five latest activities and the five most urgent open tasks, ordered with overdue work first.
Customer charts
Customer growth and customer status chart widgets render below the metric cards.
Record Management
Working with Dashboard Day to Day
- Switch between six date ranges: today, last 7 days, this month, last month, this year, and last 30 days.
- Metrics are cached for ten minutes and invalidated automatically when leads convert, deals move, or tasks and activities complete.
- Recent activity entries link their type, status, and related record name.
- Priority tasks are ordered urgent-first, then overdue-first, then by due date.
How It Works
The Dashboard Workflow
This flow follows the statuses, actions, and events implemented in the CRM module.
Pick a range
Choose the reporting window; the default view covers the last 30 days.
Read the funnel
Lead totals and conversion rate show how top-of-funnel work is progressing versus the previous period.
Check pipeline health
Open deal counts, pipeline value, and weighted value reveal how much revenue is in motion.
Spot the risks
Overdue tasks, today’s activities, and deals closing within 14 days show where attention is needed now.
Act from the dashboard
Recent activities and priority tasks point straight at the records that need work next.
Access Control
Who Can See and Manage Dashboard
Dashboard access is permission-gated per role, and the page checks the workspace’s CRM availability before rendering.
Metrics are computed per workspace — one tenant’s numbers never mix with another’s.
Page-level permissions control which roles can open the CRM dashboard.
FAQ
CRM Dashboard FAQ
Answers reflect the CRM implementation that ships with TenantSaaS.
Which metrics does the CRM dashboard show?
Fifteen metrics: total, new, qualified, and converted leads; lead conversion rate; open deals; total and weighted pipeline value; won revenue; lost deal value; win rate; average deal size; overdue tasks; activities today; and deals closing within 14 days.
Can I change the reporting period?
Yes. The dashboard offers today, last 7 days, this month, last month, this year, and last 30 days.
How are trends calculated?
Each metric is compared against the previous equivalent period and labeled up, down, or flat with a percentage change.
Is the dashboard real-time?
Metrics are cached for ten minutes, and the cache is cleared automatically when leads convert, deals change stage or close, and tasks or activities complete.
What charts are included?
Customer growth and customer status charts render below the metric cards.
Does the dashboard show individual work items?
Yes. It lists the five most recent activities and the five highest-priority open tasks, with overdue work ordered first.
Put CRM Dashboard to Work
Start a free TenantSaaS workspace and manage dashboard alongside the rest of the CRM module.