Client.coffeeSuite.coffee
Set-up and daily overview

Use the CRM daily overview

Read active contacts, leads, open pipeline value and due tasks as operational signals.

1 min readUpdated Aug 23, 2026

Turn the daily overview into a prioritised list of real follow-up actions.

Before you start

  • Keep opportunity stages and due activities current.
  • Confirm the visibility scope of the signed-in user.
Client CRM overview with contacts, leads, open value and activities due today.
The overview combines visible source records into operational signals for the current day.

Start with the next actions

The overview highlights active contacts, leads in progress, open pipeline value and tasks due today. Use the upcoming actions list to decide what needs attention first.

Keep source records current

Dashboard figures come from leads, opportunities and activities visible to the current user. Complete or reschedule tasks and update opportunity stages so the summary reflects reality.

Interpret values carefully

Estimated and open pipeline amounts are forecasts stored in the CRM currency. They are not issued invoices, recognised revenue or collected payments.

Step by step

  1. Open Overview.
  2. Compare active contacts, leads and open pipeline value.
  3. Review tasks due today.
  4. Open the next action that needs attention.
  5. Complete, reschedule or update its source record.

Final check

  • No overdue action was ignored.
  • Closed work no longer appears as pending.
  • Forecast value is not treated as invoiced revenue.
Tip: A useful dashboard is the result of current source records, not a separate reporting workflow.