The New Unified Dashboard: See Your Entire Business at a Glance
We completely redesigned the TrueValue dashboard to give you a real-time, cross-module view of your business metrics in one place.
Until now, each TrueValue module had its own dashboard. Sales leaders checked the CRM dashboard, marketers lived in the marketing dashboard, and managers bounced between views. That ends today.
One Dashboard to Rule Them All
The new unified dashboard pulls live data from every module — CRM pipeline, marketing campaigns, payroll status, appointment bookings, and task progress — into a single, customizable view.
Key Features
- Role-based defaults — Sales, marketing, and management get tailored starting layouts
- Real-time data — Widgets update automatically without page refresh
- Cross-module insights — See how marketing leads convert to sales deals to invoices
- Custom widgets — Build your own metrics using our formula builder
- Mobile responsive — Full dashboard access on tablet and phone
Available now
The unified dashboard is rolling out to all accounts this week.
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