Dashboards
Dashboards turn your CRM data into charts. Build custom dashboards from any object's records, and use the preinstalled Dashboard page for a ready-made sales overview.
Custom dashboards
Create a dashboard from the Dashboards entry in the sidebar, then add widgets. Each widget points at one object and aggregates its records.
Widget types
| Widget | Shows |
|---|---|
| Number | A single aggregate — count of records, sum or average of a number/currency field |
| Bar chart | Records grouped by a field (e.g. Deals by Stage), vertical or horizontal |
| Line chart | A metric over time, grouped by a date field (e.g. deals created per month) |
| Pie / donut | Share per group (e.g. leads by source) |
| Gauge | Progress of a value against a target |
Configuring a widget
- Click Add widget and pick the chart type.
- Choose the source object (Deals, Leads, Companies, any custom object).
- Pick the aggregate: record count, or sum/avg/min/max of a numeric field like Amount or Lead Score.
- Pick the group by field for bar/line/pie charts — select fields and date fields work best.
- Optionally add filters so the widget only counts matching records (e.g. Stage is not Lost).
Widgets respect record permissions: members only see numbers computed from records their role can read.
Resize and drag widgets to arrange the layout. Dashboards update as the underlying data changes — a deal dragged to a new stage moves in the chart immediately.
Useful examples
- Pipeline value by stage — bar chart on Deals, sum of Amount, grouped by Stage.
- Lead quality — pie on Leads grouped by Status, next to a number widget averaging Lead Score on Companies.
- Activity pulse — line chart of Tasks completed per week.
The Coco CRM sales Dashboard
Coco CRM ships a dedicated Dashboard page at the top of the sidebar, installed by the Email Campaigns app. It aggregates sales-engagement activity in one place:
- Campaign KPIs — campaigns sent, emails delivered vs failed, drawn from campaign logs.
- Leads by source — how many leads came from LinkedIn, Google Places, and manual entry.
- Recent activity — the latest campaigns and lead-generation runs.
This page is prebuilt and reflects live data — use it for the daily outreach pulse, and build custom dashboards for everything else (pipeline reviews, forecasting, team activity).
Tips
- Enumerable fields make better charts — if a metric matters, model it as a Select field (see Objects and Fields).
- Kanban column aggregates in views are a quick alternative when you just need a sum per stage inside a board.