Vector overview

Review your next sales follow-ups and open opportunities at /vector/overview.

Who can use this page

Anyone granted CRM read, change or manage capabilities can use the overview when the CRM module is enabled. CRM viewers can read records; members edit their owned or collaborated deals; admins manage CRM. Activity edits remain restricted to their author or an admin.

Daily work

• Pipeline summary: open pipeline and deals won in the current organization calendar month. One-time deal values and recurring monthly amounts are separate, grouped by currency. Potential MRR describes open recurring deals, not booked revenue or a forecast. Won MRR describes recurring deals won this month, not the total active subscription base. Quarterly amounts are divided by three and annual amounts by twelve using the deal's MRR calculation. Unpriced deals remain in deal counts but are disclosed as excluded from amounts. No currency conversion is performed.
• Deals needing attention: open deals with an expected close date before today, an incomplete overdue scheduled activity, or no incomplete future scheduled activity. Each deal appears once with all applicable reasons. Review deal opens its detail page; no stage changes or other consequential actions occur on the overview.
• Coming up: incomplete scheduled activities, including tasks, calls and follow-ups, from now through the next seven days. View follow-up opens the associated deal, contact or company; activities without a linked record open Activities.
• Open opportunities: the remaining open deals, showing company, stage, value with its billing period, expected close date and next scheduled activity. Deals in the attention queue are excluded to avoid duplication. Both deal queues put the earliest expected close first, with undated deals last.

Each list previews at most five records and displays its exact total. View all opens that queue with twenty records per page and Previous/Next controls. Scope and pagination live in the URL. Record headers return to the dashboard or queue that opened them, including its scope and page.

My work and Team

Members start in My work; admins and viewers start in Team. Everyone with CRM read access can switch between these views, following existing workspace-wide CRM read rules.

My work includes deals you own or collaborate on and upcoming activities assigned to you. Deal next steps and overdue reasons consider activities on that deal, including those assigned to other people. Team includes workspace CRM deals and upcoming activities and shows responsible people. These filters do not grant edit permissions.

Overdue activities linked to open deals contribute to the attention queue. To review all your overdue work, including tasks unrelated to an open deal, use Activities.

Customize

Use Customize to show or hide widgets, reorder them, move them between the main and side columns, or Reset to default. Preferences are separate for each user and dashboard on this device. Customize lists only CRM widgets and shared alerts. CRM widgets are also available on Home with a CRM tag when permitted; they start visible only on Vector.

The summary spans the full width by default. Attention and Coming up use the shared 8/4 main/side layout with equal-height paired cards. Lists stack on smaller screens. No separate size controls are needed.

Needs attention alerts remains an optional shared alert carousel above the widgets. It disappears when no matching alerts exist.

Loading and recovery

Visible CRM widgets share one request for their requested sections; hidden sections are not loaded. Placeholders appear during loading and scope changes. A failed request shows Retry instead of stale figures or empty results. Permission denial shows CRM access required. Empty queues explain that there is no matching work.

Historical charts and deeper analysis remain in Reports.