My Pipeline and the Workspace Dashboard

AB Sales gives you two overview screens: a personal My Pipeline that spans every workspace you're in, and a per-workspace Dashboard focused on one pipeline.

My Pipeline

The Home tab of the personal app — your cockpit across all your workspaces.

  • A greeting with AI pipeline advice for the day.
  • Funnel counts rolled up across workspaces.
  • Action Items — planned activities from your AI assistant and automation across all workspaces, bucketed by when they're due.
  • An activity heatmap of your leads and activity over time.

Workspace Dashboard

The first tab inside a workspace — focused on that one pipeline.

  • Lead / contact / opportunity / customer counts for the workspace.
  • Pipeline broken down by stage.
  • The jumping-off point to Leads, Contacts, and the rest.
Published on 2026-07-10
Last updated on 2026-07-25
Version 3
AB Sales CRM dashboard my pipeline heatmap stats home

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