CRM Basics
Reading the CRM dashboard
Every tile on the CRM dashboard, what it counts, and what to do about it.
Last updated October 14, 2026
The dashboard is the first screen in the CRM and it is built to be read in about ten seconds: what is in play, and what needs doing before lunch.
The tiles
| Tile | What it counts |
|---|---|
| Open Pipeline Value | The total value of opportunities still open and expected to close in the date range. An open opportunity with no expected close date counts when it was created in the date range. Won and lost deals are not in it. |
| Won · date range | The value of opportunities won in the date range. On a tribe's dashboard the tile also shows how many were won and lost; at organisation level it shows how many were closed, and the win rate has a tile of its own. |
| Tasks Due Today | Tasks dated today, for whoever the view covers. |
| Overdue Tasks | Tasks whose date has passed and are not done. The number to keep at zero. |
| Calls Due Today | Callbacks booked for today, plus any that were missed. |
| Calls This Week | Callbacks booked over the next seven days. |
| Calls made · date range | Calls made in the date range: calls logged on the calling screen of a call list, plus calls logged on a contact with the type Phone Call. Select the tile to open the Activity Report on the same date range, where the calls are split by team member. |
In a tribe these count that tribe. At organisation level they count every tribe, which is why the pipeline figure is so much larger there. The organisation dashboard has no task tiles and no list of opportunities closing soon, and it shows Calls This Week as a line under Calls Due Today.
The pipeline funnel
The funnel shows how the open opportunities in the date range (by expected close date, or by the date created when there is none) are spread across your stages. A healthy one narrows steadily. The shapes worth acting on are the two that don't.
- Bulging in the middle — deals reach a stage and stop. Usually a step nobody owns, like a quote that never gets sent.
- Empty at the top — nothing new is coming in. Today's pipeline still looks fine; in two months it will not.
If the funnel says there is no data, there are no open opportunities with a stage — not that something is broken.
Opportunities closing soon
The deals with the nearest expected close dates, so the ones about to land — or about to slip — are in front of you. It is only as useful as your close dates are honest: a pipeline full of dates from last quarter tells you nothing.
The date range
The Date Range picker at the top of the dashboard starts on This Year. You can switch it to this or last month, quarter or year, or choose Custom and set your own From and To dates, then select Apply.
Tiles whose title ends in the range name, such as Won and Calls made, follow the range, as do Open Pipeline Value and the pipeline funnel. The task and callback tiles do not: today's tasks are today's tasks whatever range you pick. Opportunities closing soon, on a tribe's dashboard, always looks at the next 30 days.