Dashboard Analytics
Your entire business at a glance. Real-time KPIs, pipeline health, activity feed, and task overview — all from a single, customizable dashboard.
Real-Time KPIs
See revenue, contacts, deals, and task completion at a glance — updated in real time.
Pipeline Summary
Visualize how deals are distributed across your pipeline stages without leaving the dashboard.
Activity Feed
Track your team's latest actions — deals won, emails sent, tasks completed — in a single chronological feed.
Task Overview
See overdue, today's, and upcoming tasks so nothing falls through the cracks.
Period Filtering
Switch between 7-day, 30-day, and custom date ranges to compare performance over time.
Customizable Widgets
Drag, reorder, and toggle widgets to build the dashboard that matches your workflow.
Your Business at a Glance
See how the dashboard brings together every metric that matters.
Business Overview
Revenue
New Contacts
Deals Closed
Tasks Done
Pipeline Summary
Recent Activity
Built With Care, Down to the Details
Smart Summary Cards
Revenue, new contacts, deals closed, and tasks completed are displayed as summary cards with trend indicators that compare to the previous period.
Pipeline at a Glance
A horizontal bar breaks down your deals by stage so you can instantly spot bottlenecks or stages that need attention.
Activity Stream
Every action — deal moved, email sent, task completed — is logged in a chronological feed so you always know what happened and when.
Works on Every Screen
The dashboard is fully responsive. Whether you are on a 27-inch monitor or checking from your phone, widgets adapt to fit perfectly.
Insights & Analytics FAQ
Common questions about insights & analytics in Auto Form CRM.
Key metrics include: total contacts, new contacts this period, pipeline value, deals won/lost, upcoming tasks, recent activity, and email campaign performance.
The dashboard shows the most important CRM metrics by default. Filter by date range to see performance over different periods.
Yes. Dashboard data updates in real-time as contacts are added, deals move, and tasks are completed.
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