AgentticCRM
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Main dashboard

The main dashboard is the first screen you see when you open AgentticCRM. It shows what is due, what is pending and how your sales, collections and support are doing, so you know where to start the day without opening ten lists.

  • What needs attention today, in one place
  • Sales, collections and support for the period you choose
  • Everyone sees only what they are allowed to see
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Sample screen with fictitious data.

What the main dashboard shows you

Each block sums up one area of your business and takes you straight to the record where it gets resolved.

  • What needs your attention

    Overdue invoices, urgent tickets, proposals sent without a reply, projects about to be due and tasks without an owner, each one linked to its record.

  • What is coming next week

    Invoices falling due and proposals expiring in the next seven days, so you can act before they turn into a problem.

  • Your week against the last one

    New clients, proposals sent, invoices issued and payments received, compared with last week and with the trend of the last twelve weeks.

  • The money for the period

    Outstanding, overdue, collected, spent and profit, together with the age of open balances and the days your clients take to pay.

  • Projects and workload

    Which projects are on track, which are at risk, which are due soon and how much work each person carries, including work nobody owns yet.

  • Support at a glance

    Open, urgent and unassigned tickets, tickets still waiting for a first reply, and the ones your team resolved this week.

Everyone gets their own dashboard

The main dashboard is built from the permissions of whoever opens it. A support agent sees their tickets and workload; a manager also sees the sales and collection figures. If someone is not allowed to see billing, those figures simply do not appear on their screen.

When you sign in, a short greeting sums up your day: what is due, what is waiting for you and whether anything is urgent. The facts come from what your team recorded, not from an estimate.

  • 8lists of items that need attention
  • 12weeks of history in every trend line
  • 5aging buckets for open receivables
  • 20record types covered by global search

How your team uses it every morning

  1. Check what needs attention

    Start with overdue invoices, urgent tickets and tasks without an owner. Each item opens its record so you can deal with it right there.

  2. See what changed this week

    Compare this week with the last one and look at what is going up or down: more proposals, fewer payments, more tickets.

  3. Pick the period you want to review

    The current month, the current year or a date range. Your choice is saved and also applies to the sales pipeline, Proposals, Invoices and Reports.

  4. Dig deeper when you need to

    When a figure needs explaining, Reports has the detail by client, by period and by expense category.

Find anything with global search

From any screen, press Ctrl+K (or Cmd+K on a Mac) and type what you are looking for. Search covers clients, contacts, opportunities, proposals, invoices, payments, projects, tasks, tickets, documents, email and more.

You can search by name, number, email, phone or tax ID, with or without accents. Results are grouped by type and take you straight to the record.

And if you would rather ask in your own words, your connected ChatGPT or Claude answers the cross-checks the dashboard brings together: which clients have an overdue invoice and late work on their projects, or an open ticket while one of their tasks is already overdue.

Frequently asked questions

Can I choose which blocks appear on the main dashboard?

The main dashboard comes already arranged so the most important things are at the top. What changes from one person to another is what they can see: each role's permissions decide which blocks and figures appear.

Does the main dashboard replace Reports?

No, they work together. The dashboard flags what needs attention and shows the key figures for the period. To analyze revenue, cash flow, receivables aging or expenses in detail, use Reports.

What if I invoice in several currencies?

Dashboard totals are calculated in your organization's currency, so they never mix amounts using an exchange rate nobody set. Each invoice keeps its own currency in the client's record.

Do my clients get a dashboard too?

Yes. In the client portal, each client has their own home page with access to their proposals, invoices, projects, meetings and tickets.

Where do the figures come from?

From what your team records in each feature: clients, projects, invoices, payments, expenses and tickets. The more complete the owners, dates and statuses are, the more useful the dashboard becomes.

See AgentticCRM working with your team's day-to-day

Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.

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