The HiveCRM dashboard is the landing screen you see after opening the plugin, and gives you an at-a-glance summary of your CRM activity.
How to Open the HiveCRM Dashboard #
In your WordPress admin area, go to:
Hive CRM → Dashboard
The dashboard is also what loads by default whenever you open the Hive CRM menu item.
Dashboard Layout #
Stats Cards #
Along the top, four stat cards summarize your current CRM activity:
- Total Leads — the number of leads currently in your pipeline
- Active Deals — the number of open deals
- Open Tickets — the number of unresolved support tickets
- Pipeline Revenue — total estimated value across your active deals
Recent Leads #
The Recent Leads panel lists your five most recently created leads, showing each lead’s name, creation date, and lead level (for example New, Contacted, Qualified). Click a lead to open its full record, or click View all to go to the Leads list.
Quick Actions #
The Quick Actions panel gives you one-click shortcuts to the most common tasks:
- Capture New Lead — add a prospective client
- Create New Deal — start a new pipeline opportunity
- Generate Invoice — bill a client and collect payment
- Log Support Ticket — open a new helpdesk ticket
Navigating HiveCRM #
The left sidebar organizes the rest of HiveCRM into groups:
- CRM — Leads, Deals, Clients, Contacts
- Business — Invoices, Projects, Tickets, Packages
- Workflows — the Workflow Automation builder
- System — Trash (recently deleted records) and Settings
Settings expands into its own set of groups — Workspace & Core, Sales & Pipelines, Billing & Finance, Workflow & Automation, and Developer & APIs — covering every configurable option in HiveCRM. Each settings screen is documented separately; see the HiveCRM Overview for a full list of modules.
What’s Next? #
Once you’re familiar with the dashboard, head to Installation & Requirements and License Activation if you haven’t completed those yet, then open the documentation for the module you want to configure first — most stores start with Lead Settings and Deal Pipelines.
