# BuildRunKit CRM Dashboard Overview

### **BuildRunKit CRM Dashboard Overview**

**[![Screenshot 2026-09-09 111447.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-09-111447.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-111447.png)**

The **BuildRunKit CRM Dashboard** provides an high-level view of your sales pipeline, contact metrics, task progression, and recent client activity.

#### **Left Navigation Sidebar**

The left navigation panel gives quick access to core CRM modules and user preferences:

- **CRM Dashboard**: The main metrics and activity hub.
- **Contacts**: Manage individual client and lead records.
- **Companies**: Manage parent organization profiles and associated contact groups.
- **Deals**: Track sales opportunities and revenue targets.
- **Pipeline**: Visual pipeline stage manager.
- **Tasks**: Track and manage assigned client action items.
- **Activities**: Log and review communications (notes, emails, calls, meetings).
- **System Utilities (Bottom Bar)**: Quick links for Settings, Feedback, User Manual, and Help & Support.

#### **Header & Quick Action Controls**

Located at the top right of the screen layout:

- **Workspace Context Switcher**: Displays the currently active workspace name and access permissions in the top left header bar.
- **Notification Bell**: Clickable bell icon located in the top right utility area to view real-time system alerts, task assignments, and activity updates.
- **User Profile Menu**: Displays active account details, role status, and quick preferences (theme toggle, language selection, and log out options).
- **Add Contact**: Direct action button to open the contact creation modal.
- **Add Deal**: Direct action button to launch the new deal configuration window.

#### **Key Performance Indicator (KPI) Summary Cards**

The top metrics bar displays primary performance statistics:

- **Total Contacts**: Shows total active contacts and linked deal count (e.g., 10 Contacts).
- **Pipeline Value**: Tracks the cumulative monetary value of active deals in the sales pipeline.
- **Active Deals**: Displays open deal count and win-rate percentage.
- **Pending Tasks**: Tracks total open task volume and task completion percentage.

#### **Middle Analytics & Tracking Panels**

- **Pipeline by Stage**: Visual breakdown showing deal distribution across active pipeline stages.
- **Activity Breakdown**: Tracks logging percentages for Notes, Emails, Calls, and Meetings.
- **Task Completion**: Displays overall completion percentage alongside priority breakdown levels (High, Medium, Low) and overdue task counters.

#### **Bottom Monitoring Grid**

- **Recent Deals**: Lists recently created deals with quick action to add new records.
- **Overdue Tasks**: Highlights urgent action items requiring immediate attention with direct link to view all tasks.
- **Recent Activity**: Logs sequential updates across contacts, deals, and communication streams.
- **Recent Contacts**: Displays recently added contacts with direct contact details (e.g., Linda Thompson).

#### **Floating Action Utility & Assistant**

- **Quick Shortcuts Plus Button (+)**: Located at the bottom-right corner directly above the chatbot, providing instant floating shortcuts to create records across:
    
    
    - **CRM**
    - **Projects**
    - **Strategy Hub**
- **BuildRunKit Chatbot Assistant**: Floating AI assistant launcher positioned directly in the bottom-right corner.