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Coeffection

Dashboard Overview

Dashboard Overview#

The dashboard is the first screen you see after logging in. It provides a high-level snapshot of your team's sales health: pipeline value, open deals, recent activity, upcoming tasks, and KPI progress. Each widget on the dashboard can be customised or rearranged by dragging.

Managers and Executives see an aggregated team view by default, while Sales Reps see their personal metrics. Use the team selector in the top-right corner of the dashboard to switch between your own numbers and the full team roll-up.

Coeffection — Dashboard

Total Contacts

2,847

+12% vs last month

Pipeline Value

$1.24M

+8% vs last month

Open Cases

34

-3 vs last month

Deals Closed (MTD)

18

+5 vs last month

Pipeline by Stage

Prospecting
42
Qualified
28
Proposal Sent
14
Negotiation
7
Closed Won
18

Recent Activity

JS

Jamie S. closed deal Globex Corp — $48,000

2m ago

MK

Mike K. sent quote Initech Ltd — $12,500

14m ago

AL

Amy L. opened case CASE-0491 — Login issue

1h ago

Customising your dashboard

  1. 1Click the Edit Dashboard button in the top-right corner of any dashboard.
  2. 2Drag and drop widgets to reorder them.
  3. 3Click the + Add Widget button to add a new chart, table, or KPI card.
  4. 4To remove a widget, hover it and click the × button in its top-right corner.
  5. 5Click Save Layout when finished.
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You can create multiple named dashboards (e.g. "Sales Overview", "Support Health") under the Dashboards module in the sidebar. Each dashboard can be shared with specific teams or roles.

The dashboard also surfaces an Upcoming Tasks widget showing your tasks due in the next 48 hours, and a Deal Forecast widget that uses weighted pipeline value to project your month-end revenue. Both widgets are powered in real time and update without a page refresh.