# Goldilocks CRM Dashboard

## Goldilocks CRM Dashboard

[![Screenshot 2026-05-14 142207.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-14-142207.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-14-142207.png)

Once you have successfully signed in, you will be greeted by the Dashboard. This page is designed to give you an "at a glance" view of your latest sales activity, offer advanced filtering for your records, and provide fast jumps into your most important CRM workflows.

### Managing Your Workspace

[![Screenshot 2026-05-14 142241.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-14-142241.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-14-142241.png)

At the very top of the left sidebar, you will see your current workspace name. The platform allows you to manage multiple business environments from a single account.

**How to Switch Workspaces:**

- Click the Workspace Selector: Click on the workspace name at the top of the sidebar.
- Select from the List: A dropdown menu will appear showing all workspaces you have access to, such as "Official BuildRunKit Employee Workspace" or "Training & Demo".
- Instant Switch: Click on the desired name to instantly switch all data (Contacts, Deals, and Tasks) to that workspace.
- Create New: Click + Create workspace at the bottom of this menu to start a brand new business environment.

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### Activity Overview Cards

The top cards provide a quick count of your latest synced data and performance metrics:

- Total Contacts: Total count of people and clients in your database.
- Pipeline Value: The total financial value of all your active deals.
- Active Deals: The number of current sales opportunities and your win rate.
- Pending Tasks: The count of upcoming work items and your completion rate.

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### Advanced Filtering

To help teams navigate large volumes of data quickly, specialized sorting filters have been integrated directly into the primary core views:

- "Owner" Filter: Available on both the Customers and Deals views, this feature allows you to instantly filter large data sheets to isolate and display only the registries explicitly assigned to a specific team member.

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### Quick Action Sections

- Sales Pipeline: View your progress through various sales stages. Click View Pipeline to manage your active deals.
- Recent Activity: A live log of your latest interactions, including calls and system updates with specific timestamps.
- Recent Deals: View newly created opportunities. If empty, click Add Deal at the top right to start.
- Latest Contacts: See a list of newly added contacts, their company names, and their creation dates.

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### Dashboard Entity Deletion

You can manage and prune a contact's related records cleanly from their main overview board without opening separate global lists:

- Direct Removal: Delete associated Deals, Tasks, and Activities right from the individual contact dashboard view.
- Streamlined Workflow: This update eliminates the hassle of navigating through massive registry lists to remove obsolete or outdated relations.

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### Navigation Sidebar

The sidebar provides quick links to the core CRM modules:

- Dashboard: Returns you to this overview page.
- Contacts: Access your full client and lead directory.
- Deals: Manage your sales opportunities and revenue.
- Pipeline: View and customize your sales workflow stages.
- Tasks: View and manage your assigned action items.
- Activities: Review the full history of interactions across your workspace.