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See Your Day at a Glance

The Dashboard is the one screen worth opening each morning. It shows lead volume, where deals sit in the pipeline, where leads are coming from, and what your team did last — enough to spot what needs attention before you dive in.

Entry pointWorkspace → Dashboard

Who can do this?​

Sales agents can review their visible work and recent activity. Sales managers and admins can use the dashboard to check broader workspace performance, depending on permissions.

Review dashboard metrics​

  1. Open Dashboard.
  2. Select the time period, such as Past 1 Month, when the dashboard offers a date filter.
  3. Review the summary numbers for contacts, buyers, investors, deals, tasks, property visits, appointments, activities, calls, and notes.
  4. Check Leads Conversion to see how leads are moving through stages such as New, In Engagement, Site Visit, Site Visit Completed, and Booked.
  5. Check Total Leads, Leads Source, and Close Deals to understand recent lead volume, source mix, and deal progress.
  6. Review Recent Activities to see the latest lead or contact actions.

What you should see​

You should see summary cards, conversion charts, source charts, deal charts, and a recent activity table with customer names, phone numbers, source or status, owner, type, and latest activity.

Common issues​

  • Numbers look too high or too low: Check the selected date range before comparing results.
  • A team member's activity is missing: Confirm the user's permissions, owner assignment, and whether the activity was logged on the correct lead or contact.
  • A source is missing: Check whether the lead source was set correctly on the contact or integration.

Troubleshooting​

Dashboard numbers reflect what you're allowed to see, so before questioning a metric, ask your admin whether your role limits you to your own records — that explains most "my numbers look low" cases. The date range is the other usual suspect; check it before comparing periods.

Contact Brixi support if the dashboard won't load, charts stay blank after a refresh, or a metric clearly disagrees with the CRM records behind it. Include the date range and the metric in question.

Was this article helpful?If something is unclear or out of date, email support@brixi.ai with the article title — or see Getting Help for what to check first.