Dashboard Overview

The **Dashboard** provides a snapshot of your business performance and client activity.

Managing Pipelines

Click **Pipelines** in the left menu to see your active and historical client opportunities.

Importing Clients from CSV

To import client data in bulk, click **Import CSV** on the Pipelines page.

Customising Pipeline Stages

You can define your business’s pipeline flow in **Settings → Stages**.

Managing Team Members

Go to **Settings → Your Team** to manage your team displayed in the pipeline.

Understanding Metrics

**Client Metrics** at the bottom of your dashboard summarise your client profitability and pipeline effectiveness.

Adding New Clients

To add a client opportunity manually, click **+ Add New Client** (top right of the Pipelines page) and complete the form fields: