Your dashboard, explained

The dashboard is the first thing you and your team see after logging in — a snapshot of where the business stands today.

What's on it

• Lead counters — new, contacted, follow-up, converted and lost, for the period you pick
• Revenue — invoiced and collected totals
• Upcoming follow-ups & tasks — anything due today or overdue, so nothing slips through
• Recent activity — the latest leads, quotations and invoices across the team

Employees see the same layout scoped to their own leads and tasks; admins see the whole workspace.

> Tip: if a number looks off, check the date-range filter at the top — it's easy to forget it's set to "This week" when you meant "This month".