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CRM · 4 steps

Track sales on the CRM dashboard and analytics

See your pipeline value, win rate and follow-ups at a glance, dig into conversion and sources, and review everything that changed.

1Check the headline numbers

Go to CRM → Dashboard. The cards show your Open pipeline value, Won value, Avg deal size, Contacts, lead counts and Follow-ups today.

Scalar360 screen: Check the headline numbers
Numbered outlines show what to click, in order.

2See where deals stand

Further down, the Conversion funnel, Leads by source and Leads by stage charts show how leads flow. At the bottom, Top open deals lists the biggest deals still in play — click one to open it.

Scalar360 screen: See where deals stand
Numbered outlines show what to click, in order.

3Dig deeper in Analytics

Open CRM → Analytics for conversion, won value, days to win, a weighted forecast and source and team performance. Pick a period such as 90d, and filter by pipeline, owner or source. Customize chooses which widgets show.

Scalar360 screen: Dig deeper in Analytics
Numbered outlines show what to click, in order.

4Review recent activity

Open CRM → Activity for a day-by-day feed of stage changes, deal values, owners and logged work across all leads. Use the chips — Stages, Deal value, Owners, Logged work or Records — or search to find a change.

Scalar360 screen: Review recent activity
Numbered outlines show what to click, in order.
Stay on top of follow-upsSee which open leads are due for a call today, which you've missed and what's coming up — and tick them off as you go.Set up pipelines, sources and templatesShape the CRM to how you sell — your own stages and pipelines, lead sources and categories, and reusable email and WhatsApp messages.Move deals through the pipelineSee every open deal by stage on a Kanban board, drag leads forward as they progress and keep an eye on the value in each stage.

Still stuck? Contact our support team — or start a free trial to try this in your own company.