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.
  • 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.

Next

Sales workspaces How the funnel works
Published on 2026-07-10
Version 1
AB Sales CRM dashboard my pipeline heatmap stats home

Category

Sales Management Service
7
Teams Integration
7
Advanced
5
Getting Started
5
Security
5
Tasks & Projects
5
Account & Settings
4
Documents
4
Teams & Permissions
4
AI & MCP
3

Tags

AB Sales 7 CRM 7 Microsoft SSO 7 AB Projects 5 AB Projects documents 4 Teams integration 4 Microsoft Teams 3 Microsoft Teams task management 3 Teams channel sync 3 Teams notification 3

Search History

board view 7372 project summary export 1307 project updates 1293 ActionBridge 1268 Teams project roles 1238 project configuration 1220 project roles 1213 install in Teams 1178 ACTIONBRIDGE task creation 1168 Microsoft Teams task management 1168 RBAC 1168 assign task 1168 AI support 1163 one channel per project 1162 task deadline notification 1159 ACTIONBRIDGE project settings 1156 filters 1150 Microsoft 365 app 1146 task management 1146 permissions 1145 in-app messages 1144 collaborative task tracking 1140 reminder timing 1140 task workflows 1137 project member communication 1135 work planning 1134 AB 1125 ACTIONBRIDGE notifications 1115 Teams collaboration 1111 monthly charges 1107