What it covers
Switch between personal and team views, change the time window, and open the records behind a number.
Customer management
Dashboard
A starting point for priority work, schedules, attention items and key numbers.
How it works
Start with the work that needs you
See priority work, upcoming schedules, items needing attention and key measures in one place. Use the dashboard to decide what needs attention first.
In practice
Complete an eligible task from Priority work, or open a scheduled task or booking to continue in its record.
When to use it
Useful situations
- Check priority work before opening individual modules.
- Review upcoming bookings and deadlines together when planning team coverage.
- Use an attention item to jump into the record that needs a decision.
A working path
How the work moves
Choose the working view
Switch between your personal workload and the team view, then select a useful time window. This keeps the first scan focused on the work and period you are responsible for.
Read the signals in context
Check priority work, scheduled items, attention notices and key numbers. Treat a count as a starting point: open its source records to see which customers or tasks make it up.
Continue from the source
Open a priority task or booking from its panel and take the available action there. The dashboard is a route into operational records, not a separate place where they are maintained.
Illustrative scenario
Morning handover
A service lead can scan team priorities and today’s bookings, open a task that needs follow-up, and then review the underlying customer record before assigning the next action.
Before you start
What to check
- The dashboard reflects records and modules available to the signed-in user; missing items can be a permissions issue.
- Counts and schedules depend on the selected view and date window, so check those controls before comparing periods.
Can I act directly from the dashboard?
Some priority tasks and scheduled records open in an action panel. The record remains the source of truth for changes.
Why does my dashboard differ from a teammate’s?
Personal versus team scope, time window and workspace permissions can change what appears.
Get started
See your customer work in one place.
Start with the core CRM for free, then add the tools your team needs.