Use the corporate dashboard | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/use-the-corporate-dashboard
Publisher: Pixie Technologies LLC

How-to guide
Use the corporate dashboard

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Read high-level business metrics, recent activity and permission-aware widgets from one screen.

Audience: Staff; Feature: Record; Permission-aware; 

Where to goAdmin area → Dashboard

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Read high-level business metrics, recent activity and permission-aware widgets from one screen. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation.

Follow these steps

- Go to Admin area → Dashboard.

- Identify the purpose of the screen and the records visible to your role.

- Use search, filters, status controls and record links to move from summary information to detail.

- Check related customers (https://pixiecrm.com/help-centre/topic/customer), ownership, dates, activity and financial information before taking action.

- Follow the linked task-specific articles for creation, configuration, sending, conversion or troubleshooting.

- Verify every completed action through the resulting status, timeline, document or notification (https://pixiecrm.com/help-centre/topic/notification).

- Contact an administrator when a menu or action is unavailable rather than attempting to bypass permissions.

Settings to check

Record title or nameCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Related customer (https://pixiecrm.com/help-centre/topic/customer) or recordCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Owner or assigneeCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

StatusCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

DatesCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Notes and attachmentsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

- Verify the related record.

- Use clear, searchable text.

- Check visibility and permissions before saving.

- Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff.

- Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process.

Browse connected topics:payment (https://pixiecrm.com/help-centre/topic/payment)check (https://pixiecrm.com/help-centre/topic/check)approval (https://pixiecrm.com/help-centre/topic/approval)client portal (https://pixiecrm.com/help-centre/topic/client-portal)reminders (https://pixiecrm.com/help-centre/topic/reminder)notifications (https://pixiecrm.com/help-centre/topic/notification)customers (https://pixiecrm.com/help-centre/topic/customer)dashboard widgets (https://pixiecrm.com/help-centre/topic/dashboard-widget)

Related guides

Customise dashboard widgets (https://pixiecrm.com/help-centre/customise-dashboard-widgets)Use the calendar (https://pixiecrm.com/help-centre/use-the-calendar)Use project overview and progress (https://pixiecrm.com/help-centre/use-project-overview-and-progress)Understand record statuses and activity history (https://pixiecrm.com/help-centre/understand-record-statuses-and-activity-history)Use the top navigation and second header (https://pixiecrm.com/help-centre/use-the-top-navigation-and-second-header)