Dashboard overview
What the Dashboard shows and how to use its quick actions.
Last updated September 20, 2026
The Dashboard is the first page you see after signing in. Open it any time from Dashboard in the sidebar.
What's on the Dashboard
- Headline cards — Total Pipeline, Closed Won, Win Rate, and Active Deals.
- Opportunity Pipeline — deals by stage for Discovery, Qualified, Proposal, and Negotiation.
- Recent Activities — the four most recent updates from your team, with how long ago each happened.
- Quick Actions — shortcuts for the most common tasks.
In this demo CRM, the headline cards and the Opportunity Pipeline chart on the Dashboard show illustrative sample figures. For live numbers calculated from your data, use the cards at the top of the Opportunities page. Recent Activities is always live.
Quick Actions
| Quick action | What it does |
|---|---|
| Create Opportunity | Opens the Create Opportunity form. After saving you are taken to the new opportunity. |
| Schedule Meeting | Opens the Schedule Meeting form. After saving you are taken to the new meeting. |
| Add Contact | Opens the Create Contact form. After saving you are taken to the new contact. |
| View Reports | Opens the Activities page, the full history of CRM activity. |
Click View All Activities at the top of the Dashboard to open the complete activity feed.
Related articles
Pipeline metrics explained
How Total Opportunities, Pipeline Value, Weighted Value, and Win Rate are calculated.
Activity feed
Review and filter the history of everything that happened in the CRM.
Create an account and sign in
Sign up for My Agentic CRM, verify your email, sign in, and log out.
Navigating the CRM
Find your way around the sidebar, the top bar, dark mode, and the user menu.