Dashboard Overview
Your Lead16 dashboard gives you a complete view of your sales pipeline and business metrics.
Navigation
The top navigation bar provides access to:
- Pipeline: Kanban board view of your leads
- Dashboard: Statistics and charts view
- Inbox: Email integration (when connected)
- Invoices: Invoice management
- Archive: Archived leads
- Settings: Configuration options
Pipeline View
Stage Columns
Each column represents a deal stage:
- Column header shows stage name and total value
- Deal count displayed below the value
- Color-coded for visual distinction
Lead Cards
Each card displays:
- Contact name and company
- Deal value and MRR (if recurring)
- Days in current stage
- Priority indicator (P1-P5)
- Custom field values (if configured)
Actions
- + Button: Add a new lead to that stage
- Drag & Drop: Move leads between stages
- Card Menu: Edit, move, archive, or delete
Dashboard Statistics
Pipeline Overview
- Total Pipeline: Sum of all active deal values
- Won Deals: Value of closed-won deals
- Pipeline MRR: Monthly recurring revenue potential
- Won MRR: Actual recurring revenue secured
Invoice Forecast
- Awaiting Payment: Outstanding invoice totals
- Overdue: Past-due invoice amounts
- Paid This Period: Recently collected payments
- Expected Revenue: Total outstanding amount
Charts
- Pipeline by Stage: Bar chart showing value per stage
- Revenue Trend: Line chart of paid vs awaiting over time
Keyboard Shortcuts
- N: Open new lead modal
- R: Refresh data
- ?: Show help
Filters & Views
Use the view toggle to switch between:
- Pipeline: Kanban board layout
- Dashboard: Statistics and charts
- Archive: Hidden/archived leads
Mobile Experience
On mobile devices:
- Stages display in a scrollable horizontal view
- Tap the drag handle to move leads via menu
- Pull down to refresh data