New Sales Dashboard

The Vixiees Dashboard has been completely redesigned, with a clearer summary view and three new tabs.

1. Summary view

Opening the Dashboard now shows a Sales Brain (Playbook) selector and a period picker (Today, Yesterday, This Week, Last Week, or a custom range of up to 60 days).

Five KPI cards give an instant read on the pipeline: New, Active, Won, Lost, and Stale (stagnant) contacts. Each shows its current value, a comparison against the equivalent prior period, and — for New and Won — an optional daily sales goal with a progress bar that a manager can set directly on the card.

Clicking the New, Active, or Stale cards expands a breakdown by pipeline stage, so you can see exactly where volume is piling up.

Below that, a trend chart plots these same metrics over the last 14 days (or the selected custom range).

2. New tabs

• Leaderboard: highlights top-performing salespeople across four headline metrics, with a full, sortable, pinnable table including team averages. You can drill into any salesperson's detail page to see their individual progress over time.
• Pending Tasks: an overview of workload, with an hourly chart of when tasks pile up and a table broken down by user, type, and priority.
• Statuses: visualizes how contacts move between pipeline states, with a Sankey diagram plus a supporting data table.

3. Exporting

Every table and chart across these tabs can be exported to CSV, and the same data is available through Vixiees' public API.

📸 Screenshot pending: the summary view and each new Dashboard tab. Will be added once available.

Conclusion

The new Dashboard answers, at a glance, whether the sales system is working, whether contacts are progressing as they should, and where attention is needed today.