Your dashboard

The Dashboard is the first screen after you sign in. It collects what needs you today, so you can start there and jump straight to the right place.

#Greeting and reminders

At the top, Dromix greets you and sums up your day in one line. The buttons Open chats, Schedule a meeting and Open my work take you straight there.

Reminders lists what needs attention now, for example:

• overdue tasks and overdue follow-ups on leads and deals,
• approvals waiting for you,
• meetings today, or a meeting that is live now,
• customers waiting for a reply,
• your deals that have been idle for 7 days or more,
• that you have not clocked in yet today (when the time clock is on).

When nothing is waiting, you see You're all caught up. Select a reminder to open it.

#The counters

#Charts

Below the counters, the Dashboard shows the last days in charts:

• Messages: messages received and sent in your chats over the last 7 days.
• Meetings this week: your meetings, Monday to Sunday.
• Deals this week: deals won and lost (with CRM accessCRM access Permission to open Leads, Contacts, Companies and the Deals board. Owners and Company admins always have it; other people get it through their department, a personal grant, or access to a messaging channel., or when you own deals).
• Top performer this week: deals won per person, if your company shows this card.
• Work you closed and the open deals per stage of the main pipelinePipeline The ordered list of stages a deal goes through, from first contact to Won or Lost. A company can have several pipelines, for example one per product line..

Each chart has a link to the matching screen.

#Cards that depend on your role

Guest Guests see a short greeting, their unread chats and Open chats.