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The screen you land on. A summary of key metrics and recent activity across the workspace.

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What you see depends on your role

The dashboard respects your data scope. A frontline agent sees their own records; a manager or admin sees the workspace. So two people comparing dashboards will legitimately see different numbers. That is not a bug, and it is worth knowing before someone reports one.

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Where to go next

The dashboard is a summary. Every number on it has a fuller answer elsewhere:

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If the numbers look wrong

Nearly always one of these three:
Conversion and won-value report zero without them. See Leads and pipeline.
Your role’s data scope limits you to what you own.
A deal won over the phone and never moved to a win stage does not exist as far as any report is concerned.

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Leads graph

Leads graph in the sidebar is badged Soon — a visual view of lead relationships, not yet available.