Dashboard
Overview
The Dashboard is your command center. It gives you a real-time snapshot of your organization's CRM activity — leads coming in, catalogue purchases, open support cases, automation health, and questionnaire engagement. All data is scoped to your organization.
Stat Cards
The top row shows five at-a-glance metrics for your organization.
My Leads
Total number of leads in your organization. This includes every lead regardless of qualification status, source, or who created it. Use this as a top-level indicator of your pipeline volume.
Purchased Leads
Number of leads that were transferred into your organization from a catalogue purchase. When another organization's catalogue is purchased and the case is resolved, leads are automatically copied into your organization and counted here. A higher count indicates active engagement with purchased catalogue offerings.
Total People
Total number of contact records (People) in your organization. Contacts are created either by importing a qualified lead or by manual entry. This number grows as your pipeline matures.
Active Automations
Number of automations that are currently turned on. This counts workflows that are available to trigger — not the number of individual runs. If you expect a higher count, check the Automations module for workflows that may be paused or inactive.
Open Cases
Number of support cases with a status of Pending — cases that are awaiting a response from the Straightline support team, or that you have recently replied to. When this reaches zero, all your support cases have been resolved. Click through to Organization Settings → Support to view or reply to any open cases.
Charts and Breakdowns
Leads by Source
A donut chart showing the top 8 lead sources by volume. Each segment represents a lead source — typically a website form or integration. Hover over a segment to see the exact count. Use this to identify which channels are generating the most leads and where to focus your acquisition efforts.
Qualification Rate
A summary panel alongside the Leads by Source chart. It shows:
- The percentage of your total leads that have been marked as qualified
- The count of qualified leads
- The count of not-yet-qualified leads
- The total leads count
If the qualification rate is low, it may indicate that leads are not being sent qualification questionnaires, or that incoming traffic is a poor fit for your offering.
Lead Qualification Trend
An area chart covering the last 6 weeks of lead activity. Two lines are plotted:
- Total Leads (blue) — all new leads created each week
- Qualified (green) — leads that became qualified each week
Use this to spot patterns: are leads growing week-over-week? Is the qualification rate keeping pace with volume, or falling behind?
Automation Performance
A horizontal bar chart showing the all-time count of automation log entries grouped by outcome status:
| Status | Meaning |
|---|---|
| Success | The automation step completed without error |
| Failed | An error occurred during execution |
| Pending | Queued but not yet run |
| Running | Currently in progress |
| Skipped | The step's conditions were not met and it was bypassed |
A high Failed count warrants investigation in the Automations module — open the affected automation and review its log for error details.
Recent Leads
A list of the 8 most recently created leads in your organization. Each row shows:
- The lead's name
- The source they came from (e.g., which website form or integration)
- How long ago they were created
- Their qualification status (Qualified or Not Qualified)
Click any lead to go directly to their detail page. Click View All to open the full leads list.
Questionnaire Stats
A donut chart showing the status of all questionnaire tokens ever sent in your organization:
- Completed (green) — leads who finished the questionnaire
- Pending (yellow) — tokens that were sent but not yet completed
A large Pending slice may indicate that leads are receiving the questionnaire link but not completing it. Consider following up directly or reviewing the questionnaire content.
Tips
- The dashboard is scoped to your organization — you only see data for your tenant.
- The Lead Qualification Trend looks back 6 full weeks from today, not from the start of the calendar month.
- The Automation Performance chart shows all-time totals, not just the current period.
- If your Open Cases count is non-zero, go to Organization Settings → Support to check on outstanding cases and reply to any that need a response.
- Use the dashboard as a daily check-in before diving into Leads or Contacts.