Your dashboard gives you a quick overview of activity within your Zendesk Sell account.
The dashboard is great!
Pipeline summary - the total value of your deals, how many deals you have in your pipeline, your closed deals divided into categories.
Depending on your account's permission settings, you may be able to filter this summary by a few different criteria.
Forecasted Sales on the Dashboard is calculated by taking the sum of the deal value multiplied by the win likelihood (set by you) of each of your deals with an estimated close date in the future.
If you have User Level permissions, you'll see Goals just for your own Deals.
Manager Level permissions will allow you to choose to see all of the Deals you have visibility into, along with your own.
The Enterprise Level permissions tree will allow you to filter by your Team, as well as your own Deals and all those that you have visibility into.
Activity Feed - The center column displays a summary of the activity in the account. Every time one of the following things is done, you will see a notification about it in this section - Notes, Calls, Completed Tasks, Appointments/Visits, Collaborators, Leads, Contacts and Deals.
The activity feed can also be filtered by Owners
Account Setup Progress - If your account has not been completely set-up, you will see this as the first box. This section will guide you with steps to complete your account set-up
Tasks - a list of upcoming and overdue tasks
Upcoming Appointments - List of upcoming appointments by most recent