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Read the CRM dashboard

Read how your pipeline is doing today. At the end, you can read the open pipeline, the wins and the deals that are going cold, and download your deals as a file. Reading the dashboard takes about 5 minutes.

Before you start

  • Your role can open Dashboard in CRM. Find it with Ctrl + K. It needs access to the CRM reports. If you do not see it, ask your admin.
  • Your deals have stages, amounts and expected close dates. The figures are worked out from them. See Create and manage deals.

Steps

Read the Dashboard

  1. Press Ctrl + K, type Dashboard and press Enter. Dashboard is not in the CRM panel.
  2. Read the figures across the top:
    • Open pipeline — the value of all open deals.
    • Closing this week — open deals with an expected close date in the next 7 days.
    • Won — deals won in the chosen period.
    • Win rate — won deals out of finished deals. It needs at least 4 finished deals. Click it to open Funnel.
    • Avg deal — the average won deal, with the usual sales cycle. Click it to open Forecast.
    • Going cold — open deals untouched for 7 days or more.
  3. To change the period for the closed figures, click the period button. In What should the closed figures cover?, pick This month, Last month, This quarter, This year or All time.
  4. Scroll down for When the money is due, How long since anyone touched them, Pipeline, Where deals die, Where wins come from and Won by owner.
  5. Click Export to download your deals as a CSV file.

Open pipeline, what is due and what has gone cold are always as of now, whatever period you pick.

Go further

The rest of the sales numbers have their own pages:

Video walkthrough

[VIDEO]

Troubleshooting

Issue Cause Fix
Win rate shows — Fewer than 4 deals are won or lost in the period. Pick a longer period, or wait for more deals to close.