Dashboard Overview

The dashboard gives you a quick overview of your activity, reminders, and recent leads. What you see may vary depending on your user role.

Recent Leads
The Recent Leads table shows the latest leads assigned to you.
You can click any lead to open the full lead profile.

Callbacks Due
The Callbacks section shows any callbacks scheduled for today or overdue.

Reminders / Expiring Deals
If enabled, the dashboard may show reminders such as expiring deals, follow-ups, or tasks that need attention.

Your Activity vs All Activity
Standard users will only see their own leads, callbacks, and activity. Admins can see activity across all users and switch between them.

Admin Dashboard View
Admins may see additional information such as:
– Total Leads
– Pipeline Totals
– User Activity
– Reports Summary
– System Alerts

Custom Widgets
Your dashboard may include custom sections built for your business such as:
– Expiry tracking
– Daily targets
– Custom reports
– KPI summaries

Switch User (Admin Only)
Admins can switch view to another user to see their dashboard and activity.