Tribe CRM brings together the steering information you need in one clear view, which is a dashboard. On the dashboard, the information is presented in widgets. This allows you to see at a glance what is going on, where action needs to be taken, whether you are still on budget, you name it.
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1. How do I add widgets to a dashboard?
2. Examples of frequently used widgets
3. Removing a widget from your dashboard
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In Tribe CRM, we have set up a standard widget library with a multitude of widgets. You can add these to your personal (or shared) dashboard so that you always have the right information to hand.
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This is how to add a widget to your dashboard:
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The calendar and scheduling widgets
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Every user gets the agenda widget on the dashboard my workplace by default. The agenda widget shows all your appointments for today by default. Of course, you can also switch to all appointments for this week or month or further into the future. You can also view a colleague's appointments.
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Furthermore, you can specify which data you want to show in the calendar, such as registered hours or work orders. Whether you can set the options below in your calendar depends on the modules your organisation uses.
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Calendar Tribe CRM
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Besides the calendar, Tribe CRM also offers a calendar widget. It offers the same options as the calendar widget, but displays the current month by default, allowing you to look further ahead in your planning.
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For a complete calendar overview of all employees, you can use the planning widget. By default, this widget displays the calendar of all employees for the current week.
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The agenda, calendar and planning widget can be found in the library under the agenda & calendar menu.
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The sales pipeline and forecast widgets
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The sales pipeline widget shows all current sales opportunities in the different phases of your sales process. For each phase, it explains which potential sales are in the pipeline and by clicking through on the tiles, you can see relevant underlying information. This allows you to track the progress of all your sales in real time.
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Tribe CRM sales pipeline
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Like many widgets in Tribe CRM, the sales pipeline also contains a so-called bucket view. In this view, you see per bucket (in the case below, a bucket per sales phase), the corresponding sales opportunity with, of course, detailed information. By dragging the sales opportunity from one bucket to another you automatically adjust the phase. When you have won a sales opportunity you simply drag it down to adjust its status.
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Furthermore, you can also create a new sales opportunity in each bucket, which will of course be assigned the correct phase immediately. You start the bucket view by clicking the columns icon in the sales pipeline widget.
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In the widget library there are several other sales opportunity widgets, including the forecast widget. This widget shows all open sales opportunities in a stacked bar chart per phase (including the phase won). So you can see at a glance the sales per month. There are two versions of this widget, both with weighted amounts and non-weighted amounts.
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The forecast widgets can be found in the library in the activities > sales opportunities menu.
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The notes widget
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The note widget actually speaks for itself. It is a widget in the shape of the well-known yellow post-it. Only you don't stick it at the edge of your screen, but on your dashboard. On the post-it, you put the notes you shouldn't forget and that don't belong in the activities or calendar.
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The note widget can be found in library in the other menu.
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Pinning a file, website or record
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Do you recognise this? You are working on a project or a sale and are looking for that one customer, or that specific project or perhaps the customer's website several times a day. Tribe allows you to pin a record from your CRM to your dashboard using a widget. Simply place the appropriate widget on your dashboard and add the record. In addition, there are two more widgets where you can save a website address of, say, that important lead or add a file to view with your colleagues on your shared dashboard. This saves you a lot of research and ensures that you always have the things that are important to you.
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The website and file widget can be found in the library in the other menu.

The record pinning widget can be found under each specific subject. To pin a project, for example, navigate to activities > projects > pin project. To pin a customer, navigate to organisations > commercial relations > customers > pin customer.
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The best way to find out which widgets best support your work is to simply add widgets to your dashboard. That way, you'll probably find that you use some widgets more often than others. If you discover that you don't need a widget, you can easily remove it from your dashboard. To do so, click on the dot menu at the top right and then on delete. The widget will only be removed from your dashboard. You can always add it again through the library.