Instance · Dashboard
Dashboard Overview
Last updated 1 November 2026
Your instance at a glance: a tab per module with figures and charts, and the event stream.
The Dashboard is the first screen you see when you sign in to your instance. It shows how each part of your instance is doing at a glance, and an activity feed of what changed. Use it to spot what needs attention today: overdue tasks, orders waiting to ship, or an event that is close to selling out.
The tabs
| Tab | What it shows |
|---|---|
| CRM | Target progress, open pipeline value, contacts, overdue tasks, open pipeline by stage, and opportunities closing this month |
| Ecommerce | Orders, revenue and average order this week, orders awaiting fulfilment, revenue by week, and the latest orders |
| Events | Upcoming events, tickets sold, ticket revenue, profit or loss, and ticket sales by event |
| Content | Pages, forms and data records |
| Activity | The event stream: every event on the instance, unfiltered |
Each module tab has an activity rail that shows only that module's events. Choose which tab opens first from the options menu, under Default view.
The event stream
The Activity tab reads the instance's event stream. It records what happened, such as a company's phone number being changed, with who did it and when. It only grows: events cannot be edited or deleted. A developer can add events and read them through the CRM API at /crm/api/v2/event-streams, filtered by date, administrator, module or text.
Note
This page describes the Dashboard in the CRM module source (October 2026). It was not observed in a browser for this page.
Common mistakes
- Reading an empty tab as a fault. A module with no data yet shows an empty state, for example no orders this week.
- Looking for events in a module rail that do not belong to it. Open Activity for every event.
- Expecting to remove an event from the stream. It is a permanent record.