Get to know the Piraja dashboard: widgets, quick actions, and how to see your pipeline and activity at a glance.
Introduction
What the dashboard is for
The dashboard is your home screen after you sign in. It shows widgets—small panels that summarise key information such as open opportunities, recent activity, tasks due, or ticket counts. Widgets help you see what needs attention without opening each module. Which widgets appear depends on which modules are enabled for your business and which ones you've chosen to show on your dashboard.
Common widgets
What you might see
- Pipeline or opportunities: A summary of deals by stage or value so you see what's in play.
- Tasks: Upcoming or overdue tasks assigned to you so you don't miss follow-ups.
- Tickets: Open or at-risk support tickets so the team can prioritise.
- Recent activity: Latest updates on contacts, deals, or tickets.
Widget content is usually clickable: click a deal, task, or ticket to open it in the relevant module. If a widget doesn't appear, the related module may not be enabled for your business or for your dashboard layout.
Customising your view
Show or hide widgets
- Depending on your app, you may be able to choose which widgets appear on your dashboard (e.g. in settings or a dashboard edit mode). Enable the ones you use most.
- Order of widgets can sometimes be changed by dragging. Check the dashboard UI for edit or customise options.
Quick actions
From the dashboard
- Many dashboards offer quick actions (e.g. "New contact", "New opportunity", "New task") so you can create records without opening the full module first. Use them to log a call or add a deal quickly after sign-in.
Best practices
Show the widgets you use daily
Enable pipeline, tasks, or tickets on your dashboard so you see what needs attention without opening each module. Remove or hide widgets you rarely use to reduce clutter.
Use quick actions for speed
Create a contact, opportunity, or task from the dashboard so you don't have to open the full module first. Build the habit of logging activity right after a call or meeting.
Check the dashboard at the start of the day
Use it to see overdue tasks, at-risk tickets, and open opportunities. Then prioritise from there.
Frequently asked questions
I don't see a widget I expect
Widgets depend on modules being enabled for your business. If the module is enabled but the widget still doesn't appear, check dashboard settings or ask your business administrator. Some widgets may only show when the module is both enabled and visible in your layout.
Can I change the order of widgets?
Depending on your app, you may be able to drag widgets to reorder them. Look for an edit or customise mode on the dashboard.
Who can I contact for help?
Contact support at support@piraja.io.
Conclusion
The dashboard gives you a quick overview of pipeline, tasks, tickets, and activity. Use the widgets and quick actions that fit your role, and customise the layout if your app allows it. For next steps see First Day in Piraja CRM and Managing Your Sales Pipeline.