Dashboard & KPIs
Build your own metrics and read them against a true point-in-time history.
The dashboard
The home page brings together:
- a strip of KPI cards you define, each with a value and a comparison to a previous period;
- a pipeline summary with a count per open stage;
- a stale-deal counter — open deals untouched for seven days or more;
- switchable list, board, calendar and agenda views.
A new account is seeded with four starter KPIs — open opportunities, won this month, lost this month and win rate — which you can edit, hide or replace.
Building a KPI
In Settings → KPIs, each card is defined by:
| Setting | Options |
|---|---|
| Measure | Count, sum, average or rate. |
| Record type | Opportunities, contacts, appointments or form submissions. |
| Measurement | Level or flow — see below. |
| Stages | Which pipeline stages (or appointment statuses) to include. |
| Comparison | Previous 30 days, previous week, same period last year, or none. |
| Appearance | An icon and a colour. |
The builder previews the result before you save, and cards can be dragged into the order you want or hidden without deleting them.
Level versus flow — the important distinction
A level metric asks what is true right now: "how many deals are currently in an open stage?" A flow metric counts transitions inside a window: "how many deals entered Won this month?"
The difference matters more than it sounds. A naive "won this month" counts deals created this month that happen to be won — which quietly excludes every deal you actually closed this month that came in earlier. Flow metrics count the transition itself, so the number means what it says.
Why comparisons are trustworthy
Comparing to a previous period requires knowing what was true back then, and a live table has already forgotten. As your records change, the product materialises the history of those changes into a form built for querying, and reads historical values from it.
Current values are read live, so what you see is exact and up to the moment; historical values come from that materialised history. A reconciliation runs nightly to catch anything missed.
Current limitations
- Sum and average are available for opportunity value. Other record types offer count and rate.
- Contacts and form submissions have no stage filter, since they have no pipeline stage.
Something inaccurate or missing? Tell us — we would rather fix the docs than have you guess.