CRM Dashboard — User Guide
The dashboard is the central system page that provides a complete real-time overview of all key business processes. It is designed for operational control, analysis, and decision-making based on up-to-date information.
General purpose
The dashboard consolidates financial data, projects, tasks, clients, leads, and team activity into a single interface. This allows users to evaluate the overall business state without switching between different system modules.
Key indicators
The top section displays main business metrics:
- invoices awaiting payment
- converted leads
- active projects
- unfinished tasks
These indicators provide a quick overview of company performance.
Financial section
The financial block contains information about all invoices:
- total outstanding invoices
- overdue payments
- paid invoices
It also includes detailed invoice statuses such as drafts, not sent, partially paid, and fully paid invoices, enabling full financial control.
Tasks
The tasks section includes a full list of active and completed tasks with:
- task name
- status
- start date
- priority
- tags
- project or client association
Users can start timers, edit or delete tasks, and filter them by various parameters.
Projects and activity
This section shows all system activity:
- project creation and updates
- team member assignments
- task status changes
- recent user actions
It provides a complete history of team operations.
Calendar
The calendar displays all deadlines, tasks, and scheduled events. It helps users manage workload and deadlines efficiently.
Reminders
The reminder system ensures that important tasks, deadlines, and events are not missed. All reminders are automatically displayed in this section.
Reports and analytics
Reports include analytical data about:
- leads
- projects
- financial performance
- team efficiency
This supports data-driven decision-making.
