Dashboard

Monitor your sales performance with real-time metrics, pipeline health, and activity feeds.

The Dashboard is your home base in RevOrbit. It provides an at-a-glance view of your sales metrics, pipeline health, recent activity, and upcoming tasks.

Stat Cards

The top of the Dashboard shows key metrics as clickable cards. Click any card to jump directly to that section of the CRM.

1
Contacts — Total number of contacts in your CRM.
2
Companies — Total company records.
3
Deals — Number of open deals in your pipeline.
4
Open Tasks — Tasks that are pending or in progress.
5
Pipeline Value — Total value of all open deals.
6
Won Value — Total value of deals marked as won.
7
Active Leads — Number of leads being worked.

Scope & Period Filters

Managers and admins can filter the Dashboard to see data for different scopes and time periods.

1
Scope toggle — Switch between Me (your own data), My Team (your direct reports), or Whole Company (all users). Regular users only see their own data.
2
Period toggle — Filter by All Time, This Month, This Quarter, This Year, or a Custom date range.
The scope toggle is only available to users with Manager or Admin roles. Regular users always see their own data.

Pipeline Health

The Pipeline Health panel gives you a quick assessment of your overall pipeline risk. RevOrbit automatically scores each deal based on factors like activity, close date, and associated quotes or contracts.

1
Overall risk badge — Shows Healthy, Needs Attention, or At Risk based on your pipeline.
2
Risk breakdown — Displays how many open deals are Low, Medium, or High risk.
3
Top risk factors — Shows the most common issues across your deals as tag chips.
Deal risk scores are calculated automatically based on 10 factors including inactivity, overdue close dates, missing quotes, and more. No configuration needed.

Quota Progress

When monthly quotas are set for the current period, a Quota Progress bar appears below the stat cards. It shows your won deal value against the quota target with a color-coded progress bar and percentage badge. Colors change based on attainment: green (100%+), blue (75%+), yellow (50%+), or red (below 50%). The quota target adjusts based on the selected scope and date period.

Top Open Deals

The Top Open Deals card lists your five highest-value open deals with their amount, expected close date, pipeline stage, and health status. Click any row to jump directly to that deal's workspace. Overdue close dates are highlighted in red. This card respects the same scope and date filters as the rest of the Dashboard.

Activity Feed & Upcoming Tasks

The lower section of the Dashboard shows recent activity and your upcoming tasks.

1
Recent Activity — A chronological feed of actions across your CRM (deals created, stages changed, contacts added, etc.).
2
Upcoming Tasks — Tasks due soon, sorted by due date. Click a task to view its details.

Related Articles

Deals & Pipeline

Track sales opportunities through customizable pipeline stages with drag-and-drop management.
Tasks & Calendar

Create, assign, and track tasks with calendar view
Leads

Capture, qualify, and convert sales leads into contacts and deals.
Sales Quotas

Set and track monthly sales quotas for your team.