Stop juggling tabs and hunting for information. The Pipeliner CRM Navigator Dashboard brings all your critical sales dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning., tasks, and insights into one intelligent, actionable view. Take control of your day before it takes control of you.

Your Daily Briefing, Powered by Intelligence

Know Your Next Move, Instantly

No more guesswork. Navigator delivers a prioritized, at-a-glance overview of everything you need to conquer your day.

  • Your Personal To-Do List: The Activity Stream intelligently combines your scheduled tasks, appointments, and upcoming opportunities. See what’s on your plate for today and tomorrow, so you can focus your energy where it matters most.
  • Never Miss a Beat: Get instant notifications for overdue activities and opportunities with missed close dates. Navigator flags what needs your immediate attention, turning potential problems into proactive solutions.
  • Data-Driven Suggestions: Let Pipeliner be your personal sales analyst. Our Suggestions feature analyzes your pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. for inactive leads and stalled opportunities, prompting you to take the right action to keep momentum high.

Crush Your Targets, Visualize Your Victory

From Goal Setting to Goal Getting

The Navigator Dashboard makes your sales targets more than just a number; it makes them a daily reality.

  • Front-and-Center Motivation: Your primary sales target is always visible, tracking your progress in real-time. Watch the bar turn green as you get closer to your goal.
  • Tailor Your Targets: Whether you focus on Won deals, weighted pipeline value, or total opportunity count, Navigator lets you define success on your terms. Set targets for yourself or your entire team with five distinct calculation types.
  • See the Trend, Seize the Opportunity: The interactive Trend Chart visualizes your performance over time. Hover over the graph to compare different target types and click to drill down into the specific opportunities driving your success.
Navigator focuses you! Combining our Dynamic Target

Stay Sharp, Stay Ahead

Fuel Your Growth with Expert Insights

Success in sales requires continuous learning. We bring the expertise directly to you.

  • Daily Sales Wisdom: Receive curated articles and insights from Sales POP!, the leading online magazine for sales professionals. Customize the contentContent Content refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences. to match your interests and get your daily dose of inspiration and strategy right within your CRM.

Ready to take command of your sales day? Discover how Pipeliner’s Navigator Dashboard can transform your productivity and drive your success.

Screenshots

Navigator Target Overview
Navigator Notification

Functionalities Included

Dynamic Target Feature keeps a constant visual check on your target progress and is capable of showing more than one KPI.

Filter

Filter options allow you to filter and view tasks, contacts, accounts, leads and opportunities based on any field.

Share this page

Frequently Asked Questions (FAQs)

The Navigator Dashboard serves as your Sales Command Center, providing an intelligent, actionable, and at-a-glance overview of all your critical sales data, tasks, and insights. Its main purpose is to help you “Stop juggling tabs and hunting for information” and “Take control of your day before it takes control of you.”

The dashboard prioritizes your work in three key ways:

  1. Your Personal To-Do List: The Activity Stream intelligently combines and shows your scheduled tasks, appointments, and upcoming opportunities for today and tomorrow.
  2. Instant Notifications: It provides instant notifications for overdue activities and opportunities with missed close dates, flagging items that need your immediate attention.
  3. Data-Driven Suggestions: The Suggestions feature acts as your personal sales analyst, analyzing your pipeline for inactive leads and stalled opportunities and prompting you to take the right action.

The Navigator Dashboard helps you track and visualize your sales goals through its “Crush Your Targets, Visualize Your Victory” features:

  • Front-and-Center Motivation: Your primary sales target is always visible and tracks your progress in real-time.
  • Target Customization: You can Tailor Your Targets by setting them based on criteria such as won deals, weighted pipeline value, or total opportunity count, using five distinct calculation types for yourself or your team.
  • Performance Trends: The interactive Trend Chart visualizes your performance over time, allowing you to compare different target types and drill down into the specific opportunities driving your success.

Yes, the Navigator Dashboard helps you “Fuel Your Growth with Expert Insights.” It includes a Daily Sales Wisdom section where you receive curated articles and insights from Sales POP!, an online magazine for sales professionals. You can also customize this content to match your interests.

Learn More About Pipeliner CRM

Take a no-obligation 14 day trial of Pipeliner CRM.

No credit card info required – just experience for yourself how it could impact your sales.

Take A Free Trial

or Read Case Studies