Instance
Instance dashboard
Last updated 7 November 2026
What it is for
The Dashboard is the first screen after you sign in. It gives a summary of what is happening on the instance, with views for CRM and Sales, Ecommerce, Events, Content and Activity.
Select Dashboard at the top of the main menu.
What you can do
- Switch between dashboard views
- Start common actions, such as adding an opportunity
- Try the dashboard with demo data before your instance has records of its own
How it fits together
Each view reads from its module: CRM and Sales from contacts, companies and opportunities, Ecommerce from orders, Events from tickets, and Content from your pages. The Activity tab holds the Event Stream, a timeline of system events, admin actions and the custom events your site sends through the Event Stream API. Before your instance has records of its own, you can try the views with demo data.