Dashboard
Overview of your business metrics and recent activities.
+12% from last month
+4% from last month
+18% from last month
+8% from last month
Revenue Overview
Monthly revenue for the current year
Recent Activities
Latest interactions with your contacts
over 2 years ago
Discussed new project opportunities
over 2 years ago
Sent proposal for website redesign
over 2 years ago
Initial consultation about software needs
over 2 years ago
Interested in enterprise solution, follow up next week
over 2 years ago
Sent invoice for monthly services
Upcoming Tasks
Tasks due in the next 7 days
Prepare proposal for Thomas Anderson
Create custom solution proposal based on initial meeting
Quarterly review with John Doe
Prepare presentation for quarterly review meeting
Send contract to Emily Williams
Finalize and send contract for website redesign project
Call Michael Brown about renewal
Discuss upcoming contract renewal and potential service upgrades
Contacts Growth
New contacts over time by type