# Your Stacks dashboard tour: metrics, tasks & activity > A quick tour of the Stacks dashboard — your pipeline value, weighted forecast, deals won this month, contacts, personal task list, recent activity and deals closing soon, all on one screen. Markdown version of https://stackscrm.com/features/dashboard-tour — append `.md` to any page URL on this site (homepage: https://stackscrm.com/index.md). Index: https://stackscrm.com/llms.txt · Full site in one file: https://stackscrm.com/llms-full.txt --- #### Getting started - [Create your account](https://stackscrm.com/features/create-account-set-up-workspace) - [Invite your team](https://stackscrm.com/features/invite-team-set-roles) - [Your dashboard, explained](https://stackscrm.com/features/dashboard-tour) #### CRM - [Import your contacts](https://stackscrm.com/features/import-contacts) - [Add a contact](https://stackscrm.com/features/add-contact) - [Organize with tags](https://stackscrm.com/features/organize-contacts-with-tags) - [Manage your pipeline](https://stackscrm.com/features/manage-sales-pipeline) - [Add custom fields](https://stackscrm.com/features/add-custom-fields-to-contacts) - [Capture leads with a form](https://stackscrm.com/features/capture-leads-web-form) - [Export your contacts](https://stackscrm.com/features/export-contacts) #### Email marketing - [Send a campaign](https://stackscrm.com/features/send-email-campaign) - [Set up a drip sequence](https://stackscrm.com/features/email-drip-sequence) - [Grow your list](https://stackscrm.com/features/grow-email-list-opt-in-forms) #### Reviews - [Request a review](https://stackscrm.com/features/request-customer-reviews) - [Reply to reviews](https://stackscrm.com/features/reply-to-reviews-with-ai) - [Add the reviews widget](https://stackscrm.com/features/add-reviews-widget) #### Invoicing - [Create an invoice](https://stackscrm.com/features/create-and-send-invoice) - [Send an estimate](https://stackscrm.com/features/send-estimate-quote) - [Get paid online](https://stackscrm.com/features/payment-links) - [Recurring invoices](https://stackscrm.com/features/set-up-recurring-invoices) - [Expenses & profit](https://stackscrm.com/features/track-expenses-and-profit) - [Projects & billable time](https://stackscrm.com/features/bill-project-time) - [Ask AI about your numbers](https://stackscrm.com/features/ask-ai-financial-questions) #### Scheduling - [Set your availability](https://stackscrm.com/features/set-availability-take-bookings) - [Create an appointment type](https://stackscrm.com/features/create-appointment-type) - [Share your booking link](https://stackscrm.com/features/share-embed-booking-link) #### Support - [Manage support tickets](https://stackscrm.com/features/manage-support-tickets) #### Tasks & time - [Create & manage tasks](https://stackscrm.com/features/create-manage-tasks) - [Track & bill time](https://stackscrm.com/features/track-and-bill-time) #### AI & automation - [Turn on AI](https://stackscrm.com/features/turn-on-ai) - [Build an automation](https://stackscrm.com/features/build-an-automation) #### Connecting your tools - [Connect Stripe](https://stackscrm.com/features/connect-stripe-payments) - [Connect email provider](https://stackscrm.com/features/connect-email-provider) - [Connect Twilio (SMS)](https://stackscrm.com/features/connect-twilio-sms) - [Google Business Profile](https://stackscrm.com/features/connect-google-business-profile) - [Email deliverability](https://stackscrm.com/features/email-deliverability-spf-dkim-dmarc) #### Workspace and additional guides - [Review agent approvals](https://stackscrm.com/features/review-agent-approvals) - [Manage companies](https://stackscrm.com/features/manage-companies) - [Import from another CRM](https://stackscrm.com/features/import-crm-records) - [Manage email templates](https://stackscrm.com/features/manage-email-templates) - [Manage appointments](https://stackscrm.com/features/manage-appointments) - [Set up standing appointments](https://stackscrm.com/features/recurring-appointments) - [Review feedback reports](https://stackscrm.com/features/review-feedback-reports) - [Create review story images](https://stackscrm.com/features/manage-review-stories) - [Configure customer reviews](https://stackscrm.com/features/configure-reviews) - [Manage workspace settings](https://stackscrm.com/features/workspace-settings) - [Manage the product catalog](https://stackscrm.com/features/manage-products) - [Configure email alerts](https://stackscrm.com/features/configure-email-alerts) - [Use API keys and MCP](https://stackscrm.com/features/api-and-mcp-access) - [Read API activity](https://stackscrm.com/features/api-activity) - [Connect incoming lead webhooks](https://stackscrm.com/features/connect-lead-webhooks) - [Manage billing and AI credits](https://stackscrm.com/features/manage-billing-and-credits) - [Read workspace activity](https://stackscrm.com/features/workspace-activity) - [Request help from Stacks](https://stackscrm.com/features/request-platform-help) - [Triage platform requests](https://stackscrm.com/features/platform-request-triage) [Features](https://stackscrm.com/features) › [Getting started](https://stackscrm.com/features#getting-started) › **Take a tour of your dashboard** # Take a tour of your dashboard Getting started · about 3 min · updated Aug 2026 The dashboard is the first screen you see when you log in to Stacks — a single-page snapshot of your business. Four headline numbers up top, your task list and a live activity feed below, and a heads-up on the deals about to close. Here's what every part of it means and how to move around from it. ## Your first workflow The first-workflow panel guides you through adding a lead and preparing a useful follow-up. Its links depend on your permissions and account progress. Use Hide to remove the whole panel, even before completion. Show first workflow restores it. This preference is saved in this browser for your workspace and user; clearing browser storage resets it. Expanding or collapsing only changes the detail area. ## Before you start - You just need to be **logged in** to your Stacks workspace — the dashboard is the first thing you land on after signing in. - The dashboard reflects your CRM data, so it's most useful once you've added a few **contacts, deals and tasks**. A brand-new workspace starts mostly empty, and that's normal. - **Everyone can see it.** Every role — admin, manager, member, even a view-only user — has dashboard access. ## Step by step 1. **Open your dashboard.** After you log in, Stacks drops you straight onto it. To come back any time, click **CRM** in the left sidebar and then **📈 Dashboard** at the top of the menu. 2. **Read your four headline numbers.** The top row is four stat cards: **Pipeline Value** (the total value of your open deals, with the open-deal count beneath it), **Weighted Value** (that pipeline adjusted by each deal's stage probability — your realistic forecast), **Won This Month** (the value of deals marked won since the 1st, and how many closed), and **Total Contacts** (everyone in your CRM, plus how many you added this month). 3. **Work your task list.** The **Tasks** card shows *your* tasks, grouped as **Overdue**, **Due Today** and **Upcoming** (the next seven days). Tick a checkbox to mark one done without leaving the page, or click **View All** to open the full task list. 4. **Scan Recent Activity.** The **Recent Activity** feed lists the 15 most recent actions across your account — what happened, who did it, and how long ago — so you can catch up on what your team's been doing at a glance. 5. **Check what's Closing Soon.** When you have open deals with an expected close date in the next 30 days, a **Closing Soon** table appears with each deal's name, its contact, its value and the close date. Click any deal name to open it. 6. **Jump anywhere from the sidebar.** The left sidebar's module tabs — CRM, Invoicing, Email, Scheduling, Support, Reviews and Automations — take you across Stacks, and the CRM section adds quick links to Contacts, Companies, Pipeline, Deals, Insights and Tasks. 💡 **The whole dashboard is free.** Every card, your task list, the activity feed and Closing Soon come standard for everyone on your team — viewing the dashboard does not consume AI credits. **AI Pro** adds optional AI helpers and hands-on support elsewhere in Stacks, not on this screen. ## Current behavior Agents is a separate main-navigation module. Its first page is Approvals, where authorized administrators review agent-requested actions. Automations remains the place for configured event-driven workflows. ## Good to know - **The dashboard fills itself in.** A fresh workspace shows empty states and $0 until you add contacts, deals and tasks — that's expected, not a bug. - **Weighted Value is stage-based.** Each open deal counts for its value times the probability set on its current pipeline stage, so keeping your stage probabilities realistic sharpens the forecast. - **The Tasks card is personal.** You see tasks assigned to you or that you created — not the whole team's. Overdue and Upcoming each show up to five items. The stat cards and activity feed, by contrast, reflect the whole account. - **"This month" resets on the 1st.** Both *Won This Month* and the *+N this month* on Total Contacts count from the first of the current month. - **Widgets hide when they're empty.** Task sections only appear when they have items, and Closing Soon only shows up when a deal is due within 30 days. ## Frequently asked Do I need a paid plan to use the dashboard? No. The dashboard and every widget on it are free, for every role on your team. AI Pro is only for optional AI features and hands-on support elsewhere in Stacks. Whose tasks show up here? Yours — the Tasks card lists tasks assigned to you or that you created. The stat cards and Recent Activity, though, reflect your whole account. Can I rearrange or hide the widgets? Not right now — the layout is fixed. Widgets do appear and disappear on their own based on your data (for example, Closing Soon shows only when you have deals due within 30 days). Was this helpful? ## Related articles [Import your contacts →](https://stackscrm.com/features/import-contacts) [Add a contact manually →](https://stackscrm.com/features/add-contact) [Manage your pipeline →](https://stackscrm.com/features/manage-sales-pipeline) [Create and assign tasks →](https://stackscrm.com/features/create-manage-tasks) ### Your whole business, one screen. Core business tools, unlimited users, free forever. [Start free →](https://stackscrm.com/register) [Explore more features →](https://stackscrm.com/features)