Overdue CRM-Related Tasks #
Surfaces CRM tasks follow-ups, calls, proposals, check-ins that have passed their due date, sorted with the worst offenders at the top.
CRM tasks are promises you made to follow up. Missing them damages trust and costs you deals. Having them visible on your Dashboard means they can’t quietly disappear.
Each task shows the assignee, the associated opportunity or client, and how long ago it was due.
Click the›arrow to open the task and mark it done or reassign it.
If the same team member’s tasks repeatedly appear here, that’s a capacity conversation worth having.
Recent Opportunities #
Shows newly added CRM opportunities, most recent first. Each entry shows the opportunity name, current stage, associated contact, deal value, and when it was created.
New opportunities need attention fast. The longer a lead sits untouched after entering your pipeline, the lower your chance of converting it.
Check this widget each morning to see if new leads came in overnight from your website, email, or team members.
Click any opportunity row to open it and add your next action.
Stage badges (like Contacted) show where each opportunity sits in your pipeline.
Stalled Opportunities #
Flags opportunities that haven’t had any activity for more than two weeks. When everything is moving, it shows a green “Every deal is fresh” message a satisfying signal that your pipeline is healthy.
Deals die from neglect, not rejection. Most lost opportunities were never formally lost they just went cold because no one followed up. This widget makes sure that never happens.
Any opportunity that appears here needs a follow-up today, not tomorrow.
ClickView pipeline →to see the full list and take action.
If this widget consistently has entries, consider setting up Opportunity Automation reminders in your CRM settings.
Pipeline Overview #
Shows your CRM pipeline broken down by stage Qualification, Contacted, Proposal Sent, Won, Testimonial Given, and Lost with the total deal value at each stage.
A healthy pipeline is the lifeblood of an agency. The Pipeline Overview lets you spot imbalances immediately if everything is stuck at Qualification and nothing is reaching Proposal Sent, your conversion process needs attention.
Look for stages with large values that aren’t progressing. These opportunities deserve a personal review.
The total figure at the top is your entire active pipeline value.
Click any stage row to jump to the Opportunities view filtered by that stage.
Pipeline Growth #
Charts how your total pipeline value has changed over time whether your prospecting efforts are building momentum or new opportunities are drying up.
Revenue lags pipeline. If pipeline growth flatlines today, your revenue will feel it in 60–90 days. Monitoring this early gives you time to act before it hits your bottom line.
Top Clients by Revenue #
Ranks your clients by how much revenue they’ve contributed, showing each client’s percentage of total lifetime revenue and their number of associated projects.
Your highest-revenue clients deserve your best attention. This widget also helps you spot if you’re over-reliant on one client a common risk for growing agencies.
Review the list regularly to ensure top clients are receiving appropriate attention.
If any single client represents more than 30–40% of your revenue, consider diversifying your client base.
Click the›arrow to open that client’s profile and review all associated projects and invoices.