CRM Dashboards

The CRM Dashboards page exposes a catalog of preset widgets backed by your live deal, pipeline, and activity data. Pin the widgets you care about and the board sticks per browser.

Navigate to CRM > CRM Dashboards to open it.

Widget Catalog

Eight presets ship out of the box, grouped by purpose:

Forecast

• Forecast: Commit / Best / Pipeline — the same five tiles as the dedicated Forecast page.
• Forecast leaderboard (by owner) — per-rep commit, best, pipeline, weighted, closed-won, open count. Sorted by attainment.

Funnel

• Open deals funnel (by stage) — horizontal bars per stage with count, total value, weighted value, average age in days.
• Win rate by source — settled-deal win rate, won/lost count, average won value per source.

Activity

• Activity per rep (last 30 days) — calls + sent emails + sent SMS per actor over a rolling window. Window is adjustable per widget instance.

Funnel (lifecycle)

• Lifecycle ladder — contact count at each lifecycle stage (Subscriber → Customer → Evangelist) plus an Out-of-funnel bucket for Unqualified / Other.

Hygiene

• Stuck deals — open deals whose last stage change is older than N days (default 30). Configurable threshold and owner scope.

Pipeline

• Hottest deals — top open deals ranked by score, then by weighted value. Click any row to open the deal detail page.

Each widget shows a refresh icon in its header to re-run on demand.

Pinning Widgets

The "Pin widgets" bar lists every preset as a toggleable chip. With nothing pinned, the page shows the full catalog. Click a chip to add or remove that widget from your board. The selection persists per browser via localStorage, so each user can curate their own daily board.

How the Widgets Are Backed

The catalog is served by /internal/crm-dashboards/widgets and each widget executes via POST /internal/crm-dashboards/widgets/:id/execute. The forecast widgets delegate to the same service that powers the Forecast page so the math stays in one place. Activity, lifecycle, stuck, and hot-list widgets aggregate Mongo directly.

If you want a metric that isn't in the catalog, use the LLM-driven Dashboard Builder for one-off charts — CRM Dashboards is the curated preset surface; Dashboard Builder is the open canvas.