Dashboards

Home and the Summary tab of every company, contact, lead and deal are dashboards: a grid of widgets, each showing one view of your data.

Dashboard	Starts with
Home	Counts of deals, leads, contacts and companies; Deals by status; Recent deals; Recent activity
Company Summary	Record card; four numbers (open deals, contacts, issues, weighted pipeline); Deals; Follow-ups; Issues; Activity
Contact Summary	Record card; three numbers; Deals; Follow-ups; Activity
Deal Summary	Record card; two numbers; Buying committee; Follow-ups; Issues; Activity
Lead Summary	Record card; Activity

Editing a dashboard

On Home, select ⋯ at the top right, then Edit dashboard. On a record, hover over the Summary tab’s icon and the same ⋯ appears there.

• Drag a widget by its body to move it, and by its corner to resize it.
• ✕ removes a widget.
• Add widget offers the widgets this dashboard can show that aren’t on it yet.
• Reset to default goes back to the layout Nexus CRM started with.
• Save, or Cancel to throw your changes away.

A record dashboard’s layout applies to every record of that type: arrange the company Summary once and every company shows it that way. Saving needs Settings: Admin.

Widget types

Widget	Shows
Record card	The record’s key fields
Metric	One number, a count or an amount of money
Grid	A short list, ten rows a page, each row opening its record
Chart	A bar or pie chart, such as deals by status
Timeline	The record’s activity timeline
Follow-ups	Your reminders for the record