# Dashboard

> Your at-a-glance overview of contacts, opportunities, conversations, and revenue.

The Dashboard is the first screen you see when you log in. It gives you a high-level snapshot of your business - key numbers, recent activity, and shortcuts to common actions - so you can orient yourself quickly without digging through individual modules.

<DocShot src="/docs-screens/dashboard.webp" alt="The dashboard surfaces contacts, opportunities, conversations, and revenue at a glance." />

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## Overview

The dashboard is organized into action cards and running-total tiles across the top, a today's-appointments list, and a recent activity feed. Everything updates in real time, so the numbers you see always reflect the current state of your sub-account.

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## KPI Cards

A row of action cards across the top highlights what needs your attention right now:

<DocClip src="/docs-screens/dashboard-kpi-zoom.webm" alt="The KPI cards surface what needs attention now - leads, unresponded chats, appointments, follow-ups, and overdue invoices." />

| Card | What It Shows |
|------|---------------|
| **New Leads Today** | Contacts created today |
| **Unresponded** | Conversations still awaiting a reply |
| **Today's Appointments** | Appointments scheduled for today |
| **Needs Follow-up** | Contacts and deals flagged for follow-up |
| **Reviews to Request** | Customers eligible for a review request |
| **Overdue Invoices** | Invoices past their due date |

Below these, a set of running-total tiles shows your overall numbers: **Total Contacts**, **Total Conversations**, **Total Appointments**, and **Won This Month**.

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## Recent Activity

Below the KPI cards, the recent activity feed shows the latest events across your account:

- New contacts created
- Opportunities opened, moved, won, or lost
- Messages received
- Appointments booked
- Tasks completed

Click any activity item to jump directly to the related record - the contact, opportunity, conversation, or appointment.

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## Today's Appointments

A dedicated panel lists the appointments scheduled for today, each with its time, the contact, and its status, so you can see your day at a glance and jump straight into any booking.

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## Date Range Filtering

Use the date range selector at the top of the dashboard to control the time period for the activity feed and trend charts. Preset options include:

- Today
- This week
- This month
- This quarter
- This year
- Custom date range

When you change the date range, the activity feed and trend charts update to show events and metrics for the selected period.

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## Summary

| Feature | Detail |
|---------|--------|
| KPI cards | Action cards (new leads, unresponded, today's appointments, follow-ups, reviews to request, overdue invoices) plus running-total tiles |
| Activity feed | Real-time log of recent events across all modules |
| Today's appointments | Panel listing the day's bookings with time, contact, and status |
| Date range | Preset and custom date ranges for filtering all dashboard data |

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Source: https://seedlycrm.com/docs/help/dashboard