Dashboards
Companies dashboard
Company totals, by owner and by segment.
Contacts dashboard
How contacts arrived and where they came from.
Deals dashboard
Deal totals over the window — won, lost and open, with their values.
Overview dashboard
Conversations, contacts, companies, deals and top products in one payload, each
Pipelines dashboard
The funnel: how deals sit across the stages, and where they were lost.
Service dashboard
Per-agent service numbers: what each of them handled and how quickly.
Tasks dashboard
Task totals — done, open and overdue.