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Dashboard

Your dashboard explained and how you can customize it.

CustomerSuccessTeam avatar
Written by CustomerSuccessTeam
Updated over 4 years ago

This is your dashboard meaning that this is what you see immediately when you log on to Cirrus. Your dashboard gives you an overview of the most relevant information such as upcoming activities, your KPI's and latest deals etc.

By default, your dashboard is set to show the Today tab.
There are three additional tabs - Compete, KPI and Goals. Keep reading to know more about them!

  • Compete - This feature allows you to challenge another user.
    Find out more here

  • KPI - Keep track of your business' goals and objectives with this feature. Read about it here

  • Goals - You can easily set up goals for your team. Read about this feature
    here


Customization

In Settings -> My account you can choose which department you want to show as default on your dashboard. You can also choose whether or not to have a view of the map and if you'd like Order statistics or Opportunity statistics visible.


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