Home Dashboard
The Home dashboard is your central hub for monitoring CRM activities, automation health, and key business metrics.
Dashboard Components
Activity Feed
Real-time feed showing:
- Recent contact interactions
- Workflow executions
- Team activity
- System notifications
Quick Actions
One-click access to:
- Add new contact
- Create campaign
- Build workflow
- View reports
Key Metrics
At-a-glance view of:
- Contacts added (today/week/month)
- Active deals and pipeline value
- Campaign performance
- Workflow execution stats
Customization
The dashboard can be personalized to show metrics most relevant to your role.