Your business at a glance,
in one screen.
Pipeline value, MRR, open tickets, overdue invoices, mileage YTD, this week's bookings. Live numbers from every module, no exports, no stale snapshots.
Every metric that matters, in one place.
Pipeline value
Weighted by win probability, broken down by stage. See what is actually closing this month, not just what is in the funnel.
MRR + revenue
Recurring revenue, this month vs last, new MRR, churn MRR. Numbers that fundraisers and accountants both trust.
Open tickets + SLA
Counts by status, amber/red SLA flags, who is overloaded. Spot the queue before customers complain.
Overdue invoices
Days outstanding, value at risk, last-chase date. Stop discovering overdues at quarter-end.
Mileage + expenses YTD
HMRC-rate mileage, expense totals by category, who has not submitted. Year-end ceases to be a panic.
This week at a glance
Meetings booked, tasks due, sequences sending, deals closing. One look in the morning, plan the day.
Built on events, not nightly jobs.
Every card refreshes the moment something changes. Close a deal, the pipeline number drops. Pay an invoice, the overdue counter ticks down. No 24-hour lag.
- Real-time updatesPushed from the API the second the underlying record changes.
- Per-user scopingSales sees their pipeline. Support sees their queue. Owners see everything.
- Drill into anythingClick any number to land on the filtered list behind it.
Dashboard FAQs
What does the CRM dashboard show?
The dashboard is your home screen, surfacing pipeline, tasks and key numbers the moment you log in.
- Pipeline value and deals by stage
- Your tasks and what is due
- Recent activity across the team
Clkly opens to a live snapshot of the business, so you know where to focus before lunch.
Related: Deals · Custom dashboards
Can I customise what appears?
Yes - build custom dashboards with the widgets and metrics that matter to your role.
- Pick the cards and charts you want
- Different views for sales, support and finance
- Share a dashboard with the team
A dashboard tuned to your role keeps the right numbers in front of the right people.
Related: Custom dashboards
Is the data real-time?
The dashboard reads live from the CRM, so figures reflect what is happening right now.
- No nightly refresh lag
- Numbers match the underlying records
- Drill from a metric into the detail
Live data means decisions are based on the present, not last night.
Related: Financial reports
Stop logging into six tools to find one number.
Every Clkly customer gets the dashboard. Free plan included.