# CRM Dashboard

<p class="doc-lead">The CRM Dashboard gives a live snapshot of lead volume, conversions, and reminder workload. Eight count widgets show key metrics at a glance with no date or filter controls on the page itself.</p>

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<p class="doc-toc-title">On this page</p>
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<span class="doc-toc-group-title">Getting started</span>
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<a href="#/crm/crm-dashboard?id=overview">Overview</a>
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<span class="doc-toc-group-title">Widgets</span>
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<a href="#/crm/crm-dashboard?id=lead-widgets">Lead widgets</a>
<a href="#/crm/crm-dashboard?id=reminder-widgets">Reminder widgets</a>
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<span class="doc-toc-group-title">More</span>
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<a href="#/crm/crm-dashboard?id=prerequisites">Prerequisites</a>
<a href="#/crm/crm-dashboard?id=faq">FAQ</a>
<a href="#/crm/crm-dashboard?id=related">Related &amp; Videos</a>
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<h2 id="overview">Overview</h2>

Go to <b>CRM → Dashboard</b> from the left menu. The dashboard loads once on open — there are no date, branch, owner, or source filters on this page.

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The layout is two rows of four count widgets each. There are no charts on the CRM Dashboard.

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<h2 id="lead-widgets">Lead widgets</h2>

| **Widget** | **What it shows** | **Link** |
|------------|-------------------|----------|
| Total Leads | Count of active leads | Opens <a href="#/crm/lead">Leads</a> list |
| New This Month | Active leads created in the current calendar month | — |
| Open Leads | Active leads whose status is not Won or Lost (per <a href="#/crm/crm-settings">CRM Settings</a>) | — |
| Converted This Month | Customers linked to a lead, created this month | — |
| Conversion Rate | (Converted This Month ÷ New This Month) × 100, shown with % suffix; 0% when no new leads this month | — |

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<h2 id="reminder-widgets">Reminder widgets</h2>

| **Widget** | **What it shows** |
|------------|-------------------|
| Reminders Due Today | Active reminders (not done or cancelled) due today |
| Meetings Today | Same as above, filtered to Meeting type |
| Overdue Reminders | Active reminders in pending or snoozed state with due date in the past |

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<h2 id="prerequisites">Prerequisites</h2>

Configure <b>Won Status</b> and <b>Lost Status</b> in <a href="#/crm/crm-settings">CRM Settings</a> before using the dashboard. If Won and Lost are not set, the dashboard shows an error: <i>CRM settings not configured. Please set Won and Lost status in CRM Settings.</i>

Open Leads, Conversion Rate, and Converted This Month all depend on those mappings.

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<h2 id="faq">FAQ</h2>

<p><b>Can I filter the dashboard by date or branch?</b><br>
No. Use the CRM reports (Lead Owner Report, Lead Source Performance, Pipeline Progression) for filtered analysis.</p>

<p><b>Why is Conversion Rate 0%?</b><br>
Either no leads were created this month, or no leads were converted to customers this month.</p>

<p><b>What counts as an open lead?</b><br>
An active lead whose Lead status is not the Won or Lost status configured in CRM Settings.</p>

<p><b>What does Meetings Today include?</b><br>
CRM reminders of meeting type scheduled for today — distinct from the Reminders Due Today widget which counts all reminder types due today.</p>

<p><b>Does the dashboard refresh automatically?</b><br>
Widgets reload when you open or navigate back to the dashboard. Use CRM reports for historical date-range analysis.</p>

<p><b>What is Converted This Month?</b><br>
Leads converted to customers during the current calendar month — based on customer creation linked from lead conversion, not pipeline status alone.</p>

<p><b>Are suspended leads included in Total Leads?</b><br>
Check list filters on drill-down links. Dashboard totals focus on active pipeline metrics; suspended leads may be excluded from open counts.</p>

<p><b>Why is Reminders Overdue non-zero?</b><br>
Any pending reminder past its due date/time counts as overdue until marked Done, Cancelled, or Snoozed.</p>

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<h2 id="related">Related &amp; Videos</h2>

<ul>
<li><a href="#/crm/lead">Leads</a></li>
<li><a href="#/crm/crm-settings">CRM Settings</a></li>
<li><a href="#/crm/crm-reminder">Reminders</a></li>
<li><a href="#/crm/reports/lead-owner-report">Lead Owner Report</a></li>
<li><a href="#/crm/reports/pipeline-progression">Pipeline Progression</a></li>
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