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Dashboard and stats

/dashboard summarizes the state of the pipeline.

The dashboard

It covers pipeline value by stage, deals won and lost over a period, and activity volume.

Numbers are visibility-scoped

Dashboard figures are computed with the same visibility rule as the records behind them. Records you cannot see do not contribute.

note

Two people can legitimately see different totals for the same pipeline over the same period. That is the visibility model working as designed, not a reporting fault.

When reconciling a disputed number, compare as the same user, then check visibility groups.

Scope

The dashboard is deliberately a summary rather than a reporting tool. Forecast views and configurable reports are out of scope for Warpdrive. For anything beyond these figures, query the database directly.