Skip to main content

Goldilocks CRM Dashboard

Goldilocks CRM Dashboard

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 and provide fast jumps into your most important CRM workflows.

Managing Your Workspace

Screenshot 2026-05-14 142241.png

At the very top of the left sidebar, you will see your current workspace name. BuildRunKit 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 (e.g., "Bernade...").

  • 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: You can also click "+ Create workspace" at the bottom of this menu to start a brand new business environment.

Activity Overview Cards

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

  • 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.

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.

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.

Back to top