Overview
Show users how to begin each day from the records that need action now.
Main purposeShow users how to begin each day from the records that need action now.
Important areasOpen deals, leads this week, tasks due today, open cases, pipeline summary, recent activity.
Business valueKeeps follow-up work visible and reduces missed tasks, neglected leads, and unresolved cases.
Where To Find It
Common Path: Dashboard
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- The dashboard reads your current records and shows the most urgent work queues first.
- Summary cards link directly to the matching list so you can move from overview to detail quickly.
- Recent activity helps you see what changed without opening every module.
Main Areas
| Area | What It Is Used For |
|---|---|
| Quick actions | Shortcuts for new contact, lead, task, and deal. |
| Summary cards | Counts of open deals, new leads, due tasks, and cases. |
| Work queues | Focused lists such as overdue tasks and deals without next step. |
| Pipeline summary | Open deal totals by stage. |
| Recent activity | Latest system or user changes. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Open Deals | Active deal count. | Use to review current pipeline health. |
| Tasks Due Today | Tasks due in the current day. | Use to prioritize follow-up before creating new work. |
| Open Cases | Customer issues not closed. | Use to keep support work visible. |
| View all | Link to the full module list. | Use when the dashboard only shows a sample. |
Recommended Workflow
- Open the dashboard after signing in.
- Review overdue tasks and tasks due today.
- Check new leads assigned to you and update their next action.
- Review deals without next step and add the next action.
- Open recent activity if you need to confirm what changed.
Best Practice
- Treat dashboard queues as the first pass, not the full history.
- Add next steps to deals as soon as a customer reply is expected.
- Close or update completed tasks so the dashboard remains useful.
Troubleshooting
- If the dashboard is empty, your workspace may not have records yet or your permissions may be limited.
- If counts look unexpected, open the related list and check filters and status values.
- If time-based queues look wrong, check your time zone under Settings.
FAQ
Does the dashboard replace module lists?
No. It highlights the most urgent work and links to the full lists.
Can managers use it for team review?
Yes, subject to permissions and record ownership rules.