Dashboard

The company's key figures, today's and tomorrow's plan, the sales summary and seller results on one page.

The Dashboard is the main page that opens when you sign in. It shows cards for leads, customers, deals, tasks, customer requests, calls, invoices, WhatsApp and emails, as well as your plan for today and tomorrow. Click any card to open the related section.

Working with the summary cards

Click a card: for example, “Open tasks” opens open tasks, “Unpaid invoices” opens unpaid invoices, and “Overdue balance” opens overdue invoices.

On the “Open cases” card, click “Overdue” or “Not assigned” to open the list with that filter.

On the “Sent emails” card, click “Opened” or “Not opened” to filter emails by status.

A red dot next to a card means there is something that needs attention (a lead due for contact, an overdue customer request, an unread message, etc.).

Working with charts

Below the indicator cards are charts for the last 12 months. The 4 small cards at the top show this month’s won amount, incoming payments, new customers and new leads; ▲/▼ is the change versus last month. Click a card to open the related page.

In the “Sales overview” chart, the “Amount” tab shows invoiced and paid amounts (columns) and won deals (line). The “Count” tab shows new deals, won deals, new customers and leads.

Hover the mouse (or tap on a phone) over a column or line to see that month’s exact figures. Use the legend below the chart to tell the colours apart.

Donut charts show breakdowns: deals by status, invoices by payment state, leads by source, tasks by status. The total is in the middle, and each part’s count and percentage is listed next to it.

“Calls” covers the last 14 days, and “Sales rep results” ranks reps by deal amount.

Following your daily plan

The “Today and tomorrow (mine)” block shows your meetings, tasks and other dated work in time order.

Click an entry: a meeting opens in the calendar, and other entries open on their own page.

To see the full plan, click the “Go to calendar →” link.

Viewing sales results

In the “Sales summary” block, see the total amount and the deals won and lost; click a row to open the matching deals.

In the “Seller results” table, click a seller's name to open their deals.

Rules

Cards and figures are calculated according to your permissions and the data visibility rule.

The “Active orders”, “Products” and “At work today” cards appear only if you have permission for the related section and there is data.

Users with the Finance permission see the debt control block at the top: “Total debt”, the debt-to-sales ratio, “At-risk customer”, “Blocked customers”, “Overdue payments” and “Top 10 debtors”.

Completed and cancelled entries are not shown in the daily plan.

Use “⚙ Choose cards” to keep only the cards you need — the choice is remembered in this browser. Until you choose, a layout for your role is shown (sales — leads, customers, deals, tasks; accountant — invoices and debt). Order debt and invoice debt are on separate cards — hover a card to see the difference. If a chart is empty, there is a link below it to create the first record.