The CRM dashboard
Pipeline, new leads, replies, meetings and activity across your tools, for this week, last week, this month or this quarter.
The dashboard is the first CRM page. It puts your pipeline and the activity of your other Adapt tools on one screen.
About the picture
The figures in the picture are sample figures from the design. In your own account every number is counted from your records and tools.
What is on it
| Part | What it shows |
|---|---|
| Dashboard picker | Overview. New dashboard and Design your own chart are not connected yet. |
| View picker | My week. The team dashboard is not connected yet. |
| Period (2) | This week, Last week, This month, This quarter. |
| Share | Not connected yet. It will share a dashboard with your workspace or by a read-only link. |
| Customise (3) | Choose which tiles show. |
| Open pipeline | The value of open deals, the weighted value and how many are open. |
| Leads in | New leads in the period, against the same stretch before. |
| Replies and Meetings booked | Replies and meetings from your outreach. |
| Activity across your tools | Emails sent, LinkedIn invites and calls made over time. |
| Pipeline by stage | A bar for each stage. |
| Where leads came from | A split by source. |
| Email outreach, LinkedIn, Caller console | A tile for each tool, with an Open button. |
What the periods mean
- This week is Monday to now, set against the same stretch of last week.
- Last week is the whole of it, against the week before.
- This month and This quarter run from their first day to now, against the same stretch of the one before.
Honest gaps
- Not counted yet replaces a figure Adapt cannot count honestly. A count reaches back only as far as the activity feed does, so a period it does not reach shows Not counted yet rather than a partial number.
- A figure that is a tool's own total says "all to date".
- The LinkedIn funnel is a total of campaign members, not a window.
- A number is never read out of the words of an event.
- Scheduled reports by email are not connected yet.
A brand new CRM shows zeros and empty bars, not sample data.