Feature
A dashboard built around the next action
Not a wall of charts. A short answer to the question 'what needs me today?'
The Morfync dashboard shows what needs attention now: overdue and due follow-ups, open opportunities by stage and value, and recent activity across the workspace, so users start from work rather than from analytics.
What it does
Inside the feature
Overdue first
Late follow-ups lead the view because they are the work most likely to cost something.
Pipeline at a glance
Open opportunities summarised by stage and value, so the shape of the month is legible in seconds.
Recent team activity
See what has been logged across the workspace, which keeps distributed teams roughly synchronised without a status meeting.
Scoped by role
What appears depends on the role a user holds in the workspace.
18
Open opportunities
6
Follow-ups due today
2
Overdue tasks
4
Won this month
Why it matters
The problem this solves
Reports are not a workflow
Dashboards that only measure the past give people nothing to do. A dashboard that lists overdue work does.
Adoption follows usefulness
People return daily to a screen that saves them a decision, and abandon one that asks them to interpret a chart.
FAQ
Common questions
Related
Explore the rest of the product
Tasks & Follow-Ups
The next action lives on the record, with a due date, and it does not quietly disappear when it is late.
Read moreConfigurable Pipelines
Your process, described in your words, rather than a vendor's idea of a sales cycle.
Read moreRoles & Permissions
Who can see what, decided by role, enforced on the server rather than hidden in the interface.
Read moreSee it configured around your process
Book a walkthrough and we'll show action dashboard inside a workspace set up for a business like yours.