# Dashboard ## Overview The **Dashboard** gives you a real-time overview of your sales team's performance and lead activity for the current day and month. --- ## What You'll See on the Dashboard ### Daily Report Shows a summary of leads and their states for **today**. It displays how many leads are in each state and which ones require an action today. - If you are a **manager/parent**, you can see leads for all users under you in the hierarchy tree. - If you are a **regular user**, you will only see your own leads. > 💡 Only States that have a **Next Action Date** set will appear highlighted. States without a next action date will not show up in the daily view. ### [![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/gEdimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/gEdimage.png) ### Monthly Report Same as the daily report but calculated from **day 1 to day 30** of the current month. - If you are a **manager/parent**, you can see leads for all users under you in the hierarchy tree. - If you are a **regular user**, you will only see your own leads. ### Request Per Country Shows where your leads are coming from geographically — for example, Egypt, Kuwait, and so on. [![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/cODimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/cODimage.png) ### Delayed Leads Section Displayed at the bottom of the dashboard. Shows which salesmen have delayed leads — leads that are overdue for action. - If you are a **manager/parent**, you can see delays for all users under you in the hierarchy tree. - If you are a **regular user**, you will only see your own delays. You can click on any state in the dashboard to be taken directly to that filtered view automatically. [![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/wlaimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/wlaimage.png) --- ## Key Things to Know - The dashboard is **read-only** — you cannot take actions directly from here. - Use it as a **daily check-in** to spot overdue leads and team performance at a glance. - Clicking on a state card will redirect you to **My Leads** with an automatic filter applied.