Sales Overview

Section: Sales & Billing
URL: /admin/sales

Overview

The Sales overview consolidates pipeline, forecast, and revenue charts across teams and periods.

Business value

Cross-team rollup of pipeline, forecast, bookings, and revenue — for sales managers and execs who want one screen, not eight reports.

• Who uses it: Sales managers, RevOps, executives
• Key benefit: Faster, more confident sales reviews and board-level revenue conversations.

Typical use cases:

• Monday-morning pipeline review with the whole team
• Quarterly forecast roll-up across regions and product lines

At a glance

Accessing this module

From the admin sidebar, navigate to Sales Overview, or open the URL directly:

/admin/sales

List view

The list view shows existing sales overview records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open Sales Overview from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/sales