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CRM Home Dashboard
GEMS CRM Home Dashboard is your personalized command center — a real-time view of everything that matters to your day, from active leads and pipeline value to pending tasks and support tickets. Instead of navigating across modules to check status, everything you need shows up the moment you log in.
Why the Home Dashboard
Sales teams often lose time switching between screens just to answer simple questions — how many leads do I have, what’s due today, is anything stuck. The Home Dashboard removes that friction by surfacing your most important numbers and activity in one consolidated, always-current view.
- Get a personalized snapshot of your leads, pipeline, tasks, and tickets — scoped to you, not the whole team
- Track your sales pipeline by stage without opening a report
- Spot high-engagement leads and act on them faster
- Customize your own layout — add, remove, resize, and rearrange widgets to match how you work
Key Features
At-a-Glance Metrics
Four summary cards keep your daily priorities front and center:
- My Open Leads – leads currently assigned to you
- Pipeline Value – total value of your active opportunities
- Tasks Due – tasks requiring your attention
- Open Tickets – support tickets assigned to you
These update automatically as your records change, so you’re always looking at live data.
Dashboard Widgets
- Sales Pipeline – visualize your deals by stage (Prospecting, Qualification, Proposal, Negotiation, Closed Won)
- Open Tickets – a quick view of your assigned support requests
- Hot Leads – leads with high engagement or priority, surfaced automatically so you know who to follow up with first
Clicking into any widget opens a detailed view with relevant actions:
| Widget | Shows | Actions |
|---|---|---|
| Lead | Status, source, expected value | View, Edit, Convert |
| Opportunity | Account, deal stage, expected revenue | Update stage, Add activity |
| Task | Due date, status | Mark complete, Edit |
| Meeting | Participants, time, location | Join, Reschedule |
Personalized Layout
The dashboard adapts to how you work, not the other way around.
- Personalize Dashboard puts you into edit mode, where every widget becomes draggable and resizable
- Add Widget opens a categorized library spanning Sales, Business Partners, Activities, Service, Products, and Analytics
- Save Layout keeps your setup — personal to you and independent of every other user’s dashboard
- Reset restores the system default at any time, and Cancel discards changes without saving
Quick Create
The + Quick Create button in the header lets you add a new Lead, Deal, Customer, Contact, or Task from anywhere in the CRM — no need to navigate to the module first.