The Dashboard is your home base in RevOrbit. It provides an at-a-glance view of your sales metrics, pipeline health, recent activity, and upcoming tasks.
Stat Cards
The top of the Dashboard shows key metrics as clickable cards. Click any card to jump directly to that section of the CRM.
1Contacts — Total number of contacts in your CRM.
2Companies — Total company records.
3Deals — Number of open deals in your pipeline. A Closing This Week counter sits on the same card — click it to jump to Deals filtered to the next 7 days.
4Open Tasks — Tasks that are pending or in progress. Overdue count is shown in red — click to jump to Tasks with the Overdue filter active.
5Pipeline Value — Total value of all open deals.
6Won Value — Total value of deals marked as won.
7Active Leads — Number of leads being worked.
8Quota (when set) — Current period target with a click-through to the Quotas page.
Scope & Period Filters
Managers and admins can filter the Dashboard to see data for different scopes and time periods.
1Scope toggle — Switch between Me (your own data), My Team (your direct reports), or Whole Company (all users). Regular users only see their own data.
2Period toggle — Filter by All Time, Last Month, This Month, Next Month, Last Quarter, This Quarter, This Year, or a Custom date range.
The scope toggle is only available to users with Manager or Admin roles. Regular users always see their own data.
Pipeline Health
The Pipeline Health panel gives you a quick assessment of your overall pipeline risk. RevOrbit automatically scores each deal based on factors like activity, close date, and associated quotes or contracts.
1Overall risk badge — Shows Healthy, Needs Attention, or At Risk based on your pipeline.
2Risk breakdown — Displays how many open deals are Low, Medium, or High risk. Each Low/Medium/High count is clickable — jumps to Deals filtered by that risk level.
3Top risk factors — Shows the most common issues across your deals as tag chips.
Deal risk scores are calculated automatically based on 10 factors including inactivity, overdue close dates, missing quotes, and more. No configuration needed.
Quota Progress
When monthly quotas are set for the current period, a Quota Progress bar appears below the stat cards. It shows your won deal value against the quota target with a color-coded progress bar and percentage badge. Colors change based on attainment: green (100%+), blue (75%+), yellow (50%+), or red (below 50%). The quota target adjusts based on the selected scope and date period.
Top 10 Open Deals
The Top 10 Open Deals card lists your ten highest-value open deals with their amount, expected close date, pipeline stage, and health status. Click any row to open the deal detail modal in-place without leaving the dashboard. Overdue close dates are highlighted in red. This card respects the same scope and date filters as the rest of the Dashboard.
Win Rate & Conversion Funnel
Two analytical cards summarize how effectively your team converts.
1Win rate card — Won vs Lost deal counts with a color-coded progress bar.
2Conversion funnel — Lead → Contact → Deal → Won visualization with conversion rates between each stage.
3Deals by Stage — A horizontal bar chart using each stage's custom color from Settings.
Recently Viewed
A compact strip of your last visited entities (deals, contacts, companies, leads) — the first 5 are shown inline with a dropdown for the rest. One click jumps you back to the record.
Activity Feed & Upcoming Tasks
The lower section of the Dashboard shows recent activity and your upcoming tasks.
1Recent Activity — A chronological feed of actions across your CRM (deals created, stages changed, contacts added, etc.) showing who performed each action alongside the date.
2Upcoming Tasks — Tasks due soon, sorted by due date. Click a task to open its edit modal in-place without navigating away from the dashboard.
