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Introduction to the Dashboard

The Dashboard is your command center in SMBcrm. It provides an at-a-glance view of your business performance and quick access to the tools you use most.

Overview​

When you log into SMBcrm, the Dashboard is the first thing you see. It displays key metrics, recent activity, and shortcuts to common actions.

Key Components​

Widgets​

Widgets are customizable cards that display specific information:

  • Pipeline Overview - See your opportunities by stage
  • Tasks Due - View upcoming and overdue tasks
  • Recent Contacts - Access recently added or updated contacts
  • Calendar - See your upcoming appointments
  • Performance Metrics - Track calls, emails, and conversions

Quick Actions​

Access frequently used features directly from the dashboard:

  • Create new contact
  • Add opportunity
  • Send message
  • Schedule appointment

Customizing Your Dashboard​

You can personalize your dashboard to show the information most relevant to you:

  1. Click the Customize button in the top right
  2. Add, remove, or rearrange widgets
  3. Resize widgets to fit your preferences
  4. Save your layout

Next Steps​