Dashboards

HotCRM ships with four dashboards. Each one is built for a specific role and answers the questions that role asks every day.

The four dashboards

All four respect sharing rules — what you see depends on your role.

🏠 CRM Overview

The cross-functional home dashboard, visible by default to all users.

Tiles:

• Open Leads — count, by status.
• New Leads This Week — trend vs prior week.
• My Open Opportunities — count and value.
• Cases Awaiting Response — count, with SLA risk highlights.
• Top 5 Accounts by Pipeline — bar chart.
• Recent Activity — last 24 hours of calls, meetings, emails (yours).

Great as a daily start-of-day landing page.

📈 Sales Dashboard

The sales team's daily operational dashboard.

Tiles:

• Pipeline by Stage — funnel chart showing $ by stage.
• Forecast vs Quota — gauge.
• Closed Won this Quarter — running total with target line.
• Win Rate (last 90 days) — percentage with trend.
• Average Deal Size — current quarter vs last quarter.
• Average Sales Cycle — days from creation to close (won deals).
• Top 10 Open Deals — sortable table.
• Slipping Deals — opportunities whose close date moved out this week.
• Activity Heatmap — calls + meetings + emails per rep per day.

Role-aware: reps see their own, managers see their team, directors see the rollup.

🎧 Service Dashboard

The service team's daily ops view.

Tiles:

• Open Cases by Priority — bar chart.
• Cases Approaching SLA — table sorted by time-to-breach.
• Cases Breached — last 7 days (with case owners).
• First Response Time — average vs target.
• Resolution Time — average vs target.
• Customer Satisfaction (CSAT) — last 30 days, trend.
• Case Volume by Origin — Email / Phone / Web / Chat / Portal.
• Top Case Categories — to spot product issues.
• Agent Workload — open cases per agent.

The Cases Approaching SLA tile is the most-clicked widget on this dashboard — it's how agents prioritise.

👔 Executive Scorecard

The exec / finance view of the business.

Tiles:

• Bookings This Quarter — closed-won, vs plan and prior year.
• Pipeline Coverage — pipeline ÷ remaining quota.
• Forecast Confidence — commit + best case vs target.
• Net New ARR — for subscription businesses.
• Renewals This Quarter — coming up, renewed, lost.
• CSAT and NPS — customer health.
• Customer Acquisition Cost — campaign spend ÷ new customers.
• Top 10 Accounts by ACV — annual contract value leaderboard.
• Pipeline Trend — 4-week pipeline value chart.

This dashboard is the basis for the weekly leadership review.

Personalising and creating dashboards

Every user can:

• Pin any dashboard as their landing page.
• Filter the dashboard by date range, team, region, product.
• Drill in to any tile to see the underlying records.
• Export any tile to image or PDF.
• Subscribe to receive a weekly PDF by email.

Admins can:

• Create new dashboards from the Analytics › Dashboards › New menu.
• Pick widgets from the standard library or build custom ones from cubes.
• Set audience — who sees each dashboard by default.
• Schedule snapshots (e.g., a quarterly QBR deck auto-generated).

Tips for managers

• ✅ Subscribe to the dashboard PDF for your team — Monday 8 AM is a great cadence.
• ✅ Use the Slipping Deals tile every Friday to plan the next week's deal-review calls.
• ✅ Don't manage from email — manage from the dashboard. Email is for actions; the dashboard is for the truth.

Tips for execs

• ✅ Build a board view dashboard from cubes — bookings, pipeline, churn, CSAT — one page.
• ✅ Set up threshold alerts (e.g., pipeline coverage <2.5×) to get a nudge before it's a problem.

Tips for admins

• ✅ When building dashboards, start from cubes rather than ad-hoc queries — they're faster and more consistent.
• ✅ Encourage users to clone and personalise rather than rebuilding from scratch.
• ✅ Audit dashboard usage quarterly — retire dashboards no one opens.