Custom Dashboards: See What Matters the Moment You Log In
Most CRMs give every user the same landing screen and expect them to build their own view from there. SatuitCRM does the opposite. Every user gets a home page built around their role, whether that’s a relationship manager tracking their own book, a business development lead watching pipeline, or a COO who needs a firm-wide read on activity and performance.
The dashboards pull directly from the same data your team enters during normal daily work, so there’s no separate reporting layer to maintain and no lag between what happens in the CRM and what shows up on the home page.
At a Glance
- Multiple configurable home pages per user, with one-click switching between them
- KPIs, upcoming meetings, and open tasks visible without running a report
- Saved Views display their own criteria and data type, so nobody has to guess what they’re looking at
- Total AUM auto-aggregates at the entity level from account-level data
- Portal engagement chart data downloadable directly from the dashboard
- Leadership rollups surface overdue tasks and activity gaps across the full team
WHAT YOU CAN BUILD
Role-based home pages
Configure dashboards for firm-wide oversight, team performance, or an individual's daily workflow, each with its own KPIs, meetings, and task list.
One-click task and meeting visibility
See upcoming meetings and outstanding tasks directly from the home page, no need to navigate into separate modules first.
Firm-wide financial rollups
Entity records automatically aggregate account-level AUM into a Total AUM field, giving leadership visibility into firm-wide assets without a manual roll-up.
Exportable chart data
Download portal and CRM chart data directly from the dashboard when a deeper analysis or external presentation is needed.
Self-explanatory Saved Views
Saved Views show the criteria and data type behind each view, so any team member, not just the person who built it, can understand what they're looking at.
Leadership rollups without status meetings
Overdue tasks and overdue activity alerts surface across the full team on leadership dashboards, removing the need to ask each relationship manager for a one-off update.
Why It Matters
- Relationship managers spend less time hunting for information and more time acting on it
- Leadership gets a real-time view of team performance without pulling anyone off client work to build a report
- New team members can understand a dashboard’s logic immediately instead of asking the person who built it what it means
Who It's For
Firms where different roles need different information the moment they log in, and where leadership needs oversight without adding a reporting burden to the team.
Frequently Asked Questions
Can different users have different dashboards in SatuitCRM?
Yes. Each user can have multiple configurable home pages tailored to their role, with one-click switching between views. A relationship manager’s dashboard looks different from a COO’s by design.
Do dashboards update in real time?
Dashboards pull from the same data your team enters during normal CRM use, so KPIs, tasks, and meetings reflect current activity rather than a delayed export or nightly batch update.
Can I export dashboard data?
Yes. Portal and CRM chart data can be downloaded directly from the dashboard for use in external reports or presentations.
Learn More
Schedule a demo to see custom dashboards configured for your team’s roles.