A summary of your lead and customer counts at a glance.
Recent activity so you can pick up where you left off without searching.
Quick-action shortcuts to create a new lead or customer without navigating away.
Check your dashboard at the start of each working day for a quick performance read.
Use it before a call or meeting to get a fast snapshot of where things stand.
Treat it as a summary — then go into the specific module for detailed work.
Numbers on the dashboard reflect your leads, customers, and activity — if they seem wrong, cross-check the relevant module.
If a metric does not match what you expect, check whether recent records have been updated.
Contact support if the figures are consistently incorrect after reviewing your data.
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