# Dashboard

The Dashboard provides a centralized view to track key activities and progress in Projetly. It brings together updates from deals, projects, meetings, and tasks so that you always know what needs attention. Instead of switching between different modules, the dashboard shows you a quick snapshot of where things stand. 

At this point, Projetly offers two fixed dashboards - Deals and Projects. 

{% hint style="info" %}
Both the dashboards are role-based. The data displayed depends on the user's role.
{% endhint %}

There are two types of time-bound filters available in the Dashboard. The universal filter lets you filter all data across the dashboard. The widget filter allows you to narrow down data within a specific widget for a more focused view.

### Dashboard 1: Deals

The Deals Dashboard provides a real time view of pipeline stages, revenue forecasts, and deal progress. It helps sales teams quickly identify which opportunities require attention and ensures deals move forward without delays.

Sales managers can use this dashboard to monitor performance, identify bottlenecks, and track revenue trends.

The Deals dashboard includes the following widgets:

1. Deals Overview
2. Deals that need attention
3. Revenue
4. Deals Won
5. Deals in Pipeline
6. Activities
7. To-Do

{% hint style="info" %}
Some widgets are interactive. Click on a widget to drill down and see more detailed information.
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### Dashboard 2: Projects

The Projects Dashboard helps delivery teams monitor project execution after a deal is closed. It highlights project progress, milestones, deadlines, and pending tasks so teams can stay aligned on delivery commitments.

Teams can use this dashboard to track project health, identify potential risks, and ensure timelines are met.

The Projects dashboard includes the following widgets:

1. Project  Overview
2. Projects by State
3. Revenue
4. To-Dos 
5. Project Health

#### Inactive Customers

The Inactive Customers widget helps teams identify customers who have not logged into the platform for a period of time. It displays the last login information for customer users associated with projects.

This widget typically includes details such as:

* Customer name
* Last login date
* Number of days since the last login

Delivery teams can use this widget to monitor customer engagement and proactively follow up with customers who have been inactive for an extended period.

### Set Default Dashboard

Users can set a default dashboard to control which dashboard appears when they log in.

To set a default dashboard, click the star icon on the desired dashboard. Once selected, that dashboard will automatically open as the default view for the user.

{% hint style="info" %}
Business hours, currency, and other system settings may influence the data displayed in the dashboard widgets.
{% endhint %}


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