The Smackdab Dashboard offers a visual snapshot of your sales activities, customer relationships, and team updates - all in one place. Understanding how to interpret each widget empowers you to stay informed and make data-driven decisions quickly.
Here’s a breakdown of what each widget shows and how you can use them:
Contacts: Displays the total number of contacts stored in the CRM, regardless of type. This gives you an overall view of your network size within the system.
Leads: Shows the number of contacts tagged as Lead type. This helps you track how many new or potential prospects you're currently managing.
Deals: Indicates the total number of deals in your sales pipeline, across all stages. This widget gives insight into your sales volume and opportunities in progress.
Customers: Displays the count of contacts marked as Customer type. Use this widget to monitor your active customer base.
Companies: Shows the number of companies created. It’s useful for B2B-focused sales teams to keep track of organizational relationships.
Activities: Summarizes the total activities (calls, meetings, follow-ups) created in the system. This widget reflects the level of engagement and task load.
Deal Revenue: Provides a snapshot of total revenue generated from closed or active deals. This widget helps in assessing your financial performance over time.
Message Board: A shared space for team announcements, updates, and notes. This keeps everyone aligned with internal communication.
Upcoming & Due Activities: Lists all Today’s, pending or upcoming tasks, ensuring that no follow-up or important action is missed.
Deal Revenue Forecast: Visually displays your expected revenue from open deals. This predictive widget supports sales planning and forecasting.
Activity Status: Offers a graphical summary of activities based on their current state—such as stop/completed or ongoing. Ideal for tracking progress and identifying bottlenecks.
Recent Emails: Displays the most recent email communications within the CRM. This helps you stay updated on ongoing correspondence with leads or clients.
Recent Logs: Displays a chronological timeline of recent system activities, updates, and user actions. Helps you quickly track what's been happening in your Organization/Branch.
Tips for Effective Use
Customize your dashboard layout using the “Manage, Move, and Remove Widgets” options.
Focus on widgets that align with your daily responsibilities.
Use the Activity and Deal widgets together for complete visibility into your pipeline status and workload.