Forex CRM / Sales HQ/Dashboard
Dashboard
Overview of key sales metrics, pipeline, recent activity, and tasks.
Overview
The Sales HQ Dashboard is your command center, providing a real-time overview of your sales performance, pending tasks, and key metrics at a glance.
💡
TipMake the dashboard your first stop every morning. A quick 2-minute review of pending tasks and new leads helps you prioritize your day before anything else demands your attention.
Dashboard Sections
Key Metrics Cards
At the top, you'll see summary cards showing:
| Metric | Description |
|---|---|
| Total Leads | All leads in the system |
| My Leads | Leads assigned to you |
| New Today | Leads created today |
| Won This Month | Conversions this month |
| Conversion Rate | Overall success rate |
| Pending Tasks | Tasks due today |
Pipeline Overview
Visual representation of leads in each pipeline stage:
- See how many leads are at each stage
- Identify bottlenecks
- Quick access to stage details
Recent Activity
Shows the latest actions in your sales process:
- New leads created
- Stage changes
- Activities logged
- Tasks completed
- Notes added
My Tasks Today
Your personal task list for the day:
- Scheduled calls
- Follow-up reminders
- Overdue tasks (highlighted in red)
- Quick complete/reschedule actions
Performance Chart
Visual chart showing trends:
- Leads over time
- Conversions over time
- Compare to previous periods
Quick Actions
From the dashboard, you can quickly:
- Add Lead - Create a new lead
- View Pipeline - Go to Kanban board
- Check Reports - Access analytics
- See All Tasks - View full task list
Personalization
The dashboard shows data relevant to your role:
Sales Staff View
- Your assigned leads
- Your tasks
- Your performance metrics
Manager View
- Team-wide metrics
- All team members' performance
- Aggregated pipeline data
Super Admin View
- Company-wide statistics
- All staff performance
- System health indicators
Refreshing Data
Dashboard data updates automatically, but you can:
- Click the refresh icon for immediate update
- Data typically refreshes every few minutes
📧
NoteDashboard metrics refresh automatically every few minutes. If you've just added or converted a lead and don't see the change reflected, click the refresh icon or wait briefly for the next automatic update.
Tips for Using the Dashboard
- Check daily - Start your day by reviewing the dashboard
- Focus on tasks - Complete pending tasks first
- Monitor pipeline - Watch for stage bottlenecks
- Track trends - Notice patterns in your metrics
- Act on alerts - Address overdue items promptly