Configure your CRM dashboard
The landing screen after sign-in: chart and activity-timeline widgets over your CRM data, the widget editor, and the stable anchor ids agents can drive.
Customermates is an open-source, AI-native CRM. This page documents the Dashboard screen of the web app for humans and for AI agents that drive the UI. Route: /dashboard, locale-prefixed like /en/dashboard, sidebar id #nav-dashboard.
What does the Dashboard show, and can I share widgets with my team?
The Dashboard is the landing screen after sign-in. It shows configurable widgets over your CRM data: pipelines, task counts, recent activity, whatever you set up. Every widget belongs to you as a user; teammates see it only after you share it with Share as a template, which lets them start their own copy from it. Adding widgets needs no role permission, but a chart counts only the records your role can read (Read access Assigned or All), so a teammate's copy of your template can show other numbers. Add widget appears only if your role can read at least one record type; the Activity timeline kind needs read access to the Audit Log or, on a plan with messaging, to Inbox messages.
Link: the Dashboard page, /dashboard. Mate: navigate and highlight_element with nav-dashboard or dashboard-add-widget; inside the editor widget-modal-kind (the two kinds on step 1), widget-modal-save (Create widget on step 2, Save changes when editing) and widget-modal-reset (Reset, when editing with unsaved changes) are targets too, while the tabs, switches and widgets are not, so Mate names them.
Which widget types exist, and which charts can they show?
Press Add widget (#dashboard-add-widget) to choose one of two widget types, a Chart, which aggregates one record type into bars, a doughnut or a radar, or an Activity timeline, or a template a teammate shared:
- Chart: aggregates one record type. On the Data tab choose the Element (the record type), a Metric and a Grouping. Every type can be counted; contacts, organizations and deals also offer deal value, plus weighted deal value once a deal stage field is set under My Company › Settings; services offer deal value and the number of services in deals; tasks can only be counted. Deal-based metrics need read access to deals. Grouping offers No Grouping, a single-select custom field of that record type, or, with a metric other than count, each record itself, for example deal value per contact (not for tasks). Chart style on the Appearance tab: Vertical Bar Chart or Horizontal Bar Chart, each also with Labels, Doughnut Chart or Radar Chart. Filters narrow the data set; a chart over contacts, organizations or services with a deal-based metric gets a separate filter for the related deals.
- Activity timeline: a newest-first feed of changes, messages and connected-account activity. Its filters belong to that widget, so several timeline widgets can show different views without changing each other or the timeline on a record page.
Over MCP, manage_widgets lists, reads, creates, updates and deletes both kinds with a reduced option set: a chart is created from name, entity type, display type, group-by and aggregation plus optional filters and group-by column, and an update can change everything except the record type and the widget kind (name, display type, aggregation, group-by, filters, axis direction, bar colors); Share as a template, Show legend, Use option colors and Show metric and filters are set in the app only. A timeline takes a name, timeline filters and the show-filters flag.
Link: the Dashboard page, /dashboard. Mate: navigate and highlight_element with dashboard-add-widget for Add widget, then widget-modal-kind for the two kinds once the editor is open; the template choices are not highlight targets, so Mate names them.
What can an activity timeline show, including calendar events?
An activity timeline widget shows entries from three categories. The Record changes category contains audit-log changes. Messages contains Inbox messages. Account & calendar contains connected-account activity, such as accepted LinkedIn connections, and calendar events. Customermates has no calendar page of its own: on Customermates Cloud, events from the calendar of a connected Gmail or Outlook account appear in this category, and get_calendars reads them over MCP.
All accessible records are the implicit baseline. Filter a timeline by category, provider, connected account, conversation, or related contacts, organizations, deals, services, and tasks. Each field can be configured once. Relationship filters use the same operators as record lists: in and not in accept one or more records, while has some and has none need no value. Different filter fields are AND-combined, and multiple values within one in filter are OR-combined. Unlinked entries fail positive relationship filters and pass negative ones. Filters become persistent when you save the widget.
Entries are shown newest first. Use Load older for the next bounded page. A row can show one primary record, up to three related records, and a remaining-record count. Permitted record links open the relevant record, and message details can open the permitted Inbox thread. Rows without a CRM association remain visible without a record link.
Link: the Dashboard page, /dashboard. Mate: navigate and highlight_element with dashboard-add-widget for Add widget, then widget-modal-kind for the Activity timeline kind once the editor is open; the timeline filters and rows are not highlight targets, so Mate names them.
Who sees what in a timeline?
| Access | Visible content |
|---|---|
| Audit log only | Permitted changes |
| Inbox messages only, on a plan with messaging | Permitted messages, connected-account activities, and calendar events |
| Both permissions, on a plan with messaging | One merged timeline containing all permitted sources |
| Neither | A non-sensitive unavailable state |
The two permissions are the Audit Log and Inbox messages rows of the member's role under My Company › Roles, each with Read access set to All. Audit-log changes are available independently of the messaging entitlement. Messages, connected-account activities, and calendar events require cloud mode, Inbox access, and a plan with messaging (Pro and above); on Starter, Inbox shows Upgrade to unlock messaging with an Upgrade your plan button that opens My Company › Subscription. A missing connected messaging account removes messaging-based sources but does not hide permitted audit changes. Deleted or newly inaccessible filter values stop matching, are shown as Filter not available on the filter chip and Selection unavailable in the value picker for safe removal, and never expose their raw ids.
Link: the Dashboard page, /dashboard, and for the role rows /company/roles. Mate: navigate and highlight_element with nav-dashboard or nav-company-roles; the timeline and the role rows are not highlight targets, so Mate names them.
How do I create or edit a chart or timeline widget in the widget editor?
Adding a widget is a two-step wizard (Step 1 of 2). Step 1, Choose a Widget, offers the two kinds (#widget-modal-kind) and, when any widget in the workspace is shared as a template, Start from a template (#widget-template-heading), each entry marked Shared by and the owner's name. Step 2 configures the widget. For a chart widget the modal is organized in three tabs: #widget-tab-data holds the name, record type, metric and grouping, #widget-tab-filters narrows what counts (#widget-entity-filters-heading marks the record filter block), and #widget-tab-appearance sets the chart style, colors, axes, Show legend for doughnuts, Show metric and filters and Share as a template. A live preview under #widget-preview-heading reflects every change before you save. While adding, the footer offers Back and #widget-modal-save (Create widget). An activity-timeline widget has two tabs: #widget-tab-data, which also holds its timeline filters, and #widget-tab-appearance.
To change a widget, click it, or click one of its filter chips to open the editor at that filter. The editor is titled Edit plus the widget's name; #widget-modal-save reads Save changes, and #widget-modal-reset (Reset) appears once you change something and restores the saved values. The trash icon Delete widget in the editor's header removes the widget after a confirmation. Drag a widget to move it and drag an edge or corner to resize it; moving is off on touch devices. The layout is saved for you only.
Link: the Dashboard page, /dashboard. Mate: navigate and highlight_element with dashboard-add-widget, then widget-modal-kind on step 1, then widget-modal-save (Create widget / Save changes) or widget-modal-reset (Reset) once the editor shows them: Create widget after the user picks a kind (list_ui_targets gives widget-modal-kind as its prerequisite), Reset after the user has clicked a widget (a widget card); the tabs, Back, Delete widget and the widgets themselves are not highlight targets, so Mate names them.
Which controls does the sidebar add?
The sidebar is the same on every screen; its controls are documented here because the Dashboard is where you land.
Entries sit in three groups: Overview (Dashboard and Knowledge Base, plus Inbox and Routines on Cloud), CRM (the five record types, under your workspace's names for them) and Workspace (My Profile and My Company). An entry your role cannot read is hidden, a group with no visible entries disappears, and opening a hidden page by its URL brings you back to the Dashboard. My Profile and My Company only expand or collapse; their sub-entries open the pages and carry their own ids: #nav-profile-settings, #nav-profile-connected-accounts, #nav-profile-api-keys, #nav-company-subscription, #nav-company-settings, #nav-company-members, #nav-company-roles, #nav-company-audit-logs, #nav-company-webhooks and #nav-company-webhook-deliveries. Mate can navigate to each of them your role can open (for any other it tells you that your role cannot open it), but highlight one only while its group is expanded, which it is by default on that group's own pages. Three entries show a number: Inbox counts unread conversations, the tasks entry shows members who manage Users & Roles how many Approve User tasks are open, and Channels counts channels that need attention.
| Action | Where | Anchor id | What happens |
|---|---|---|---|
| Go to Dashboard | App sidebar | #nav-dashboard | Opens /dashboard |
| Add widget | Page header | #dashboard-add-widget | Opens the widget modal |
| Global search | Top of sidebar | #nav-search | Opens the search modal (also Cmd/Ctrl+K); see Global search |
| Search field | Search modal | #global-search-input | Finds contacts, organizations, deals, services and tasks by name |
| Create a record | Top of sidebar | #nav-add | Opens the record type picker |
| Open documentation | Sidebar footer | #nav-documentation | Opens /docs |
| Send feedback | Sidebar footer | #nav-feedback | Opens the feedback dialog |
| Ask Mate | Top of sidebar when Mate is enabled, also visible during onboarding | #nav-assistant | Ask Mate opens or closes the AI assistant panel (also Cmd/Ctrl+J); during onboarding it rechecks account state and returns to the permitted route |
| Plan and status | Under the brand name, Cloud only | none | Shows the plan, or the plan with its status, for example Pro · Trial · 5 days left; green, amber with 3 or fewer trial days left, red for Past Due, Unpaid, Cancelled or Expired; opens My Company › Subscription |
| Verify your email | Under the brand name | none | Email not verified is shown until you confirm your address; opens My Profile › Settings |
| Personal settings | Workspace group | #nav-profile | My Profile expands or collapses Settings, Channels and API & Connectors; see My Profile |
| Workspace administration | Workspace group | #nav-company | My Company expands or collapses Subscription, Settings, Members, Roles, Audit Logs, Webhooks and Recent Deliveries; see My Company |
| Theme and sign-out | Sidebar footer, your name | none | Dark Mode or Light Mode switches and saves your theme; Sign Out ends the session |
Link: the sidebar appears everywhere in the app; the Dashboard is /dashboard. Mate: navigate and highlight_element with each nav-* id in this section that your role can open, except nav-search, nav-documentation and nav-feedback, which it can only highlight, and #nav-add and #nav-assistant, which are not targets; entries under My Profile and My Company can be highlighted only while their group is expanded. The plan chip, Email not verified and the menu under your name are not highlight targets, so Mate names them.
What happens on first run?
New accounts land in the onboarding wizard at /onboarding/wizard before they see the Dashboard. It has four steps: your profile, Knowledge Base, team invites, and connecting an AI client. The owner can skip website import, invitations, and an AI connection; invited members see only their profile. Only the invite step carries the stable ids #onboarding-next and #onboarding-back.
Link: the onboarding wizard, /onboarding/wizard, until onboarding is finished; afterwards the Dashboard page, /dashboard. Mate: the wizard controls are not highlight targets; website setup displays the read-only conversation inline. On the Dashboard, navigate and highlight_element with nav-dashboard.
Tips for agents
- The hosted assistant can navigate here and highlight
#nav-dashboardand#dashboard-add-widget, and inside the widget editor#widget-modal-kind,#widget-modal-saveand#widget-modal-reset(see the Mate lines above for when each is shown); it creates widgets throughmanage_widgetsinstead of driving the modal. - Rows never carry ids. Open a record via its page URL
/{type}/{id}. Create records with the Add button at the top right of each list page. The drawer deep-link?open={entityType}:newalso adds a record and works on every signed-in page, the Dashboard included. - Prefer MCP tools over clicking when a tool exists. Reading and writing CRM data is faster and safer through tools than through the UI.
#nav-search,#nav-documentationand#nav-feedbackcan be highlighted but are not navigation targets. Navigating to#nav-profileor#nav-companyopens that group's Settings page.#nav-add,#nav-assistant, the two chips and the menu under your name are not assistant targets.