Sales Dashboard
Track monthly lead growth, sales activity, and conversion from first contact through a completed sale.
What it’s for
A performance overview for the sales team: how many leads came in, how much activity is happening, and how much of it is converting into actual sales.
Where to find it
Sidebar → Sales → Sales Dashboard, at /admin/dashboard-sales. On screen it’s titled “Sales Performance Dashboard.”
Who can use it
Needs the view permission for dashboard-sales.
On this screen
A scope selector (all clusters or one) and a comparison period (last N months). Below that, this month’s snapshot: leads registered, and total logged activity — New, Reserve, and BFR activities combined — plus a conversion rate showing what share of registered leads went on to sell.
Rules & statuses
This page is read-only. To act on individual leads or log activity yourself, use Lead and Sales Activity.
Related pages
- Lead — where individual leads are registered and tracked.
- Sales Activity — where New, Reserve, and BFR activities are logged.