Dashboard, tables, and saved views

This guide shows you how to see what's happening in your CRM at a glance and find the records you need quickly. It covers the CRM Dashboard, record tables, saved views, and Audiences.

Before you begin

• Anyone with CRM access can view the Dashboard and tables.
• Editing records, creating Audiences, and sharing views with the workspace need editor access or higher.
• Check which workspace you're in before comparing numbers or sharing a screenshot.

Use the CRM Dashboard

Open CRM → Dashboard. Choose a date range: Last 7 days, Last 30 days, Last 90 days, or This year.

The Dashboard can show these widgets:

• Total Leads, New Leads, Converted, and Conversion Rate.
• Lead flow and Lead drop-off: where leads move and where they stall.
• Audience segments and Pipeline health.
• Focus queue: records that need action.
• Lead Activity Trend and Recent Activity.
• Leads by Source, Leads by Status, and Task outcomes (the last two are hidden at first).

A widget with no data still shows, so you can tell "nothing happened" apart from "not shown". Use Add Lead to create a lead straight from the Dashboard.

Customize the Dashboard

1. Choose Customize. The Customize dashboard panel opens.
2. Drag a widget from anywhere on it to move it.
3. Use Widget size to choose Narrow, Medium, Wide, or Full width.
4. Use Hide widget to remove one. Turn widgets back on from Add widgets.
5. Choose Done.

Choose Reset layout to go back to the default. Your layout is saved in this browser for this workspace. It doesn't follow you to another computer.

Work quickly in record tables

People, Companies, and Deals use the same table tools:

• Edit in place: click a cell, change it, and press Enter to save or Escape to cancel. After saving, choose Undo in the message if you made a mistake.
• Open a record: click its name.
• Sort: use the column header or sort menu.
• Arrange columns: drag headers to reorder, drag a column edge to resize, and show or hide columns from the column settings.
• Add a footer calculation: count filled or empty values, or show them as a percentage. For example, "Percent filled" under Phone shows how many People have a phone number.
• Star a Person or Company to spot it quickly.

Website and domain links open in a new tab. Record names open inside Spacebrain.

Save a view

A saved view remembers your filters, sort, and columns.

1. Set up the table how you want it, for example Deals filtered to your open deals closing this month, sorted by value.
2. Choose Save view, enter a View name, and choose Save.
3. Optionally choose Share with workspace so teammates can use it, or set it as your Personal default.

If you change a saved view, the menu shows Unsaved view. Choose Save changes to update it, or Duplicate view to keep both.

Good view names answer a question: "My deals closing this month", "Companies with no owner", "Leads from webinars – last 30 days".

Build an Audience

An Audience is a reusable group of Leads or People, for example "Customers in Canada" or "Webinar attendees". Other modules, like Email, can use it.

1. Open CRM → Audiences and choose New audience.
2. Enter a Name and choose the Record type: Leads or People.
3. Choose the Audience type:
   • Dynamic filters: membership updates automatically as records change. Add rules with Add rule, and choose Match all or Match any.
   • Static members: a fixed list you manage by hand.
4. Optionally add emails to Always include emails or Exclude emails.
5. Choose Estimate to preview how many records match.
6. Choose Save.

To start faster, pick a lifecycle preset such as Form submitters, Webinar attendees, Customers, or Checkout abandoners.

Check a dynamic Audience again after you change a field or rule it depends on.

If something goes wrong

• Dashboard numbers look wrong. Check the date range and workspace. Open a few underlying records to confirm.
• My dashboard layout disappeared. Layouts are saved per browser. Customize it again on this device.
• An inline edit won't save. Read the message. For deals, see deals and pipelines.
• An Audience has fewer members than expected. Check Match all versus Match any, and the Exclude emails list.

FAQ

What's the difference between a saved view and an Audience?

A saved view is a way of looking at a table. An Audience is a group other modules can use, for example to send an email.

Can teammates see my saved views?

Only if you choose Share with workspace.

Next step

Import records in records, imports, and enrichment.