Build a dashboard from KPI tiles, trend lines, bar charts, donuts, funnels, and leaderboards over your leads, deals, calls, AI receptionist, appointments, email, tasks, and tickets.
Start from a template or a blank page, share it privately or with the team, and have it emailed on a schedule — no export, no copy-paste.
Illustrative layout. A real dashboard mixes any of the six panel types you choose.
A dashboard is a container, and a panel is one metric shown the way you choose. Add, resize, and reorder panels until the page says exactly what your team needs it to say.
Pick a metric, choose a KPI tile, trend line, bar chart, donut, funnel, or leaderboard, give it a title and a size, and drop it on the grid. Up to 40 panels per dashboard, wrapping automatically on smaller screens.
Every dashboard has a period selector — daily, weekly, monthly, or a custom range — that updates every panel at once. Pin an individual panel to its own period when it should always show the trailing 30 days regardless.
Panels read from the same data behind the main dashboard, Sales Reports, and the Calls page, so a dashboard never disagrees with the rest of Pipe Crush. Group any panel by owner and turn on comparison to the previous period.
Every dashboard starts private. Switch it to Team to let the organization open it. Only the owner and managers with organization-wide access can edit, share, or delete it — everyone else can view and duplicate it.
Pick the template closest to what you need and delete the panels you do not want — it is faster than building from a blank dashboard. Every template stays fully editable after you create it.
New leads and deals, revenue trend, emails and appointments, pipeline mix.
Funnel KPIs, new leads by owner, the deal stage funnel, lead sources, time in stage.
Volume, answer rate, talk time, AI-answered calls, outcomes, and the rep leaderboard.
Per-rep leads, deals won, revenue, calls, and appointments, ranked side by side.
Sending volume, open and reply rates, and appointments booked from email.
Click Email on any dashboard you own to send a clean, email-friendly summary of every panel — the same numbers, formatted for an inbox — plus an Open in Pipe Crush link to the live dashboard.
Recipients do not need a Pipe Crush account to receive it. Turn the schedule off, or remove all recipients, to stop the emails at any time.
Type an address and press Enter, or paste a whole list separated by commas, semicolons, or new lines. Duplicates are removed automatically.
Daily, weekly on a chosen weekday, or monthly on a chosen day of the month — plus the hour to send and your timezone.
The email covers the daily, weekly, or monthly period you set, independent of what you last viewed in the app.
Send test to me delivers a copy right away. Send now to all sends the current dashboard to every recipient on demand.
Dashboards respect the same access rules as the rest of Pipe Crush. A sales rep sees their own leads, deals, calls, and appointments. Managers and administrators see the whole team. Share one dashboard with everyone and each person who opens it sees their own scope automatically — you never build a second version for reps.
An emailed dashboard always shows the owner's view, so if you share a dashboard email with someone outside your team, they see exactly what the owner is allowed to see — nothing more.
A dashboard is a container you fill with panels, and each panel shows one metric the way you choose: a KPI tile, a trend line, a bar chart, a donut, a funnel, or a leaderboard. Panels read from the same numbers as the rest of Pipe Crush, so nothing ever disagrees.
Leads, deals, calls, AI receptionist activity, appointments, email, tasks, tickets, and a team leaderboard combining leads, deals won, revenue, calls, and appointments. Each metric supports the chart types that fit it.
No. Start from one of five templates — Executive overview, Sales pipeline, Calls & AI receptionist, Team leaderboard, or Email marketing — and edit freely from there, or start from a blank dashboard.
Yes. Add any number of recipients, pick a daily, weekly, or monthly schedule, and Pipe Crush sends an email-friendly summary of every panel plus an Open in Pipe Crush link. Recipients do not need an account to receive it.
No, by design. A dashboard respects the same permissions as the rest of Pipe Crush — a rep sees their own records, and managers and administrators see the whole team. Share one dashboard and everyone sees their own scope.
The owner, plus managers and administrators with organization-wide access. Everyone else who can see it can view it and duplicate it into their own copy, but cannot change the original.
Start from a template, adjust the panels, and let Pipe Crush deliver it on a schedule from here on out.