Mar 19, 2026

Activity Dashboard is now live: The Activity Dashboard is now available for Pro and Max teams. It gives you one operating view of rep activity across calls, meetings, emails, deals, and leads, without bouncing between CRM reports, exports, and pivot tables.

You can review the whole team in one matrix, click into any number to see the records underneath, and shape the page around the views your team actually uses.

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What is included

• Rep-by-rep activity matrix for calls, meetings, emails, deals, and leads
• Detail tables for engagements, deals, and leads, with drill-down from the dashboard
• Configurable time-series charts for the metrics you care about
• Daily, weekly, and monthly chart grouping, plus line, bar, and cumulative chart views
• Custom columns and stage-scoped activity breakdowns
• Drag, resize, and rearrange controls so each team can shape the layout around its review workflow
• Saved working state and backend-persisted layout, so the dashboard comes back the way you left it
• CSV export and action-ready links where they help you move from summary to follow-up faster

Why it matters

Most sales teams have the activity data already, but not a usable surface for reviewing it. The hard part is not collecting calls, meetings, and emails. The hard part is turning that activity into something a manager can scan in one pass, spot weak coverage, compare reps fairly, and drill into specifics without rebuilding the view every time.

That is what Activity Dashboard is built to do. It is a real operating surface for weekly reviews, coaching, and pipeline inspection, not another static report.