The Dashboard is the first screen you see in the CRM. It gives you a snapshot of your email performance and everything that needs your attention today.
Email performance cards
The top of the dashboard shows five email stats, updated live:
Emails Sent
Emails Delivered
Emails Opened
Emails Replied
Emails Bounced
Activity cards
Below the stats are cards that surface what needs attention today:
Recommended Leads — leads worth prioritizing
Your Tasks — open tasks with due dates and assignees
Meeting for the Day — today's scheduled meetings
Deals — recent and upcoming deals
Notes — latest notes
Each card includes a quick-create button so you can add a task, meeting, deal, or note without switching tabs.
Tips
Use the dashboard as your morning check-in — email trends and today's meetings sit side by side.
A rising Emails Bounced number is an early warning to validate your lists.