All features
Platform
Dashboard
Your entire business at a glance.
Overview
A real-time command centre showing revenue, pipeline health, task load, and rep performance. Personalised for each user — admins see the full picture, reps see their own targets and deals.
Key capabilities
- Revenue & pipeline KPIs
- Rep performance cards
- Monthly sales targets
- Task & activity overview
- Pipeline stage breakdown
- Business metrics (CAC, LTV, Days to Close)
- Role-based views (Admin vs Rep)
- Real-time data refresh
app.swiftlycrm.com/dashboard