# Start page dashboard

#### Functions in the title bar

<table id="bkmrk-icon-erl%C3%A4uterung-erm" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:7.20245%;"></col><col style="width:92.9167%;"></col></colgroup> <thead> <tr> <td>Icon</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>[![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/rFJ0eex3nWloXxHd-rowbm1e7lxcyjhsv-image.png)](https://wiki.dedesales.de/uploads/images/gallery/2026-05/RowBM1E7LxCyjhSv-image.png)

 </td> <td>If licensed AI module is available, the chat is started

 </td> </tr> </tbody> </table>

#### Kebab menu ([![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/DSOzSi3uEaiMZWCJ-hpximage.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-02/hpximage.png))


<table id="bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut" style="width:118.095%;height:133px;"><colgroup><col style="width:6.29921%;"></col><col style="width:24.0945%;"></col><col style="width:69.6063%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Type</td> <td style="height:29.7969px;">Menu item</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:33.7969px;"> <td style="height:33.7969px;">![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)</td> <td style="height:33.7969px;">[Appointments](https://wiki.dedesales.de/link/426#bkmrk-grid-1)</td> <td style="height:33.7969px;">Upcoming appointments from calendar management</td> </tr> <tr style="height:33.7969px;"> <td style="height:33.7969px;">![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)</td> <td style="height:33.7969px;">[KPI](https://wiki.dedesales.de/link/426#bkmrk-grid-kpi)</td> <td style="height:33.7969px;">KPI image generated on the server, which can be displayed.</td> </tr> <tr style="height:10px;"> <td style="height:10px;">![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)</td> <td style="height:10px;">[Follow-ups](https://wiki.dedesales.de/link/426#bkmrk-grid-wiedervorlagen)</td> <td style="height:10px;">Upcoming or due follow-ups from leads, opportunities and workflows</td> </tr> </tbody> </table>



#### Grid Appointments

<table id="bkmrk-click-swipe-ansichte" style="height:92px;width:100%;"><colgroup><col style="width:14.8987%;"></col><col style="width:8.94219%;"></col><col style="width:76.1591%;"></col></colgroup> <thead> <tr> <td>Click</td> <td>Swipe</td> <td>Views</td> </tr> </thead> <tbody> <tr> <td>[Customer details](https://wiki.dedesales.de/link/239#bkmrk-page-title)</td> <td> </td> <td>

- The next appointments due today
- Only appointments are shown that are not done, cancelled or have a visit today.
 
 </td> </tr> </tbody> </table>

##### Column definition

<table id="bkmrk-bezeichnung-sichtbar" style="height:89px;width:100%;"><colgroup><col style="width:20.0238%;"></col><col style="width:8.70083%;"></col><col style="width:10.8462%;"></col><col style="width:8.10489%;"></col><col style="width:52.3242%;"></col></colgroup> <thead> <tr> <td>Name</td> <td>Visible</td> <td>Sort</td> <td>Full Text</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>Appointment start</td> <td>Visible</td> <td>ASC</td> <td> </td> <td> hh:mm  
</td> </tr> <tr> <td>Name1</td> <td>Visible</td> <td>  
</td> <td> </td> <td>  
</td> </tr> <tr> <td>Street</td> <td>Visible</td> <td>  
</td> <td> </td> <td>  
</td> </tr> <tr> <td>Postal code</td> <td>Visible</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Location</td> <td>Visible</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> </tbody> </table>

<table id="bkmrk-bezeichnung-sichtbar-1" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:28.7247%;"></col><col style="width:14.6603%;"></col><col style="width:11.4401%;"></col><col style="width:7.86864%;"></col><col style="width:37.4255%;"></col></colgroup> <thead> <tr> <td>Name</td> <td>Visible</td> <td>Sort</td> <td>Full text</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>Colour code</td> <td>Forced</td> <td>  
</td> <td>  
</td> <td>Purple: Key account

Blue: Prospect, transfer customer, new customer

Red: Delivery block

Orange: Not assigned

Purple has the highest priority  
Blue is before "Not assigned" and before delivery block.  
That means a not assigned prospect with delivery block is shown in blue.  
A "Not assigned" customer with delivery block is shown in orange.

 </td> </tr> <tr> <td>Name 1</td> <td>Visible</td> <td>ASC</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Name 2</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Name 3</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Customer</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Street</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Postcode</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>City</td> <td>Visible</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>ABC Status</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Country</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Telephone number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Fax number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>E-Mail</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Sales office</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Group of sales agents</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Price list</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Last visit</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>Automatically determined.</td> </tr> <tr> <td>Visiting frequency</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Due date</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>The text for this column is determined as follows:  
No invoice discount: no visiting frequency present in the customer master data  
No visit: no last visit present  
Not due: Last visit + visiting frequency &gt; current calendar week  
Now: Last visit + visiting frequency == current calendar week  
Overdue (1): Last visit + visiting frequency &lt; current calendar week  
Overdue (2): Last visit + (visiting frequency \* 2) &lt;= current calendar week</td> </tr> <tr> <td>Visit duration</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Tour</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Start week</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Client</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Attribute1-16</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Type (customer)</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Currency</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Area</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer since</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>State</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Main contact</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Delivery block</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Incoterms</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Incoterms 2</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Terms of payment</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Terms of delivery</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer group</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Account group</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Homepage</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Listing</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Send invoice separately</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Delivery note without price</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>ILN</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Invoice discount</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Form of payment</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer category</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Price group code</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Association</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Advertising material</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Tax Ident Number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>VAT ID</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Status</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Order block</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Assigned</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Abbreviation</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> </tbody> </table>


#### Grid KPI

<table id="bkmrk-click-swipe-ansichte-1" style="height:61px;width:100%;"><colgroup><col style="width:12.6341%;"></col><col style="width:14.1119%;"></col><col style="width:73.254%;"></col></colgroup> <thead> <tr> <td>Click</td> <td>Swipe</td> <td>Views</td> </tr> </thead> <tbody> <tr> <td> </td> <td> </td> <td>Displays the KPI image generated on the server  
</td> </tr> </tbody> </table>

#### Grid Follow-ups

<table id="bkmrk-click-swipe-ansichte-2" style="width:101.31%;height:99.8281px;"><colgroup><col style="width:14.8987%;"></col><col style="width:11.3307%;"></col><col style="width:73.7706%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Click</td> <td style="height:29.7969px;">Swipe</td> <td style="height:29.7969px;">Views</td> </tr> </thead> <tbody> <tr style="height:70.0312px;"> <td style="height:70.0312px;">Detail page</td> <td style="height:70.0312px;"> </td> <td style="height:70.0312px;">

- All open entries with follow-up date from leads, opportunities and workflows
- Sorted by follow-up date descending
 
 </td> </tr> </tbody> </table>

##### Column definition

<table id="bkmrk-bezeichnung-sichtbar-2" style="width:103.69%;height:135.984px;"><colgroup><col style="width:16.3333%;"></col><col style="width:15.1667%;"></col><col style="width:14.1667%;"></col><col style="width:21%;"></col><col style="width:33.1667%;"></col></colgroup> <thead> <tr style="height:46.5938px;"> <td style="height:46.5938px;">Name</td> <td style="height:46.5938px;">Visible</td> <td style="height:46.5938px;">Sort</td> <td style="height:46.5938px;">Full Text</td> <td style="height:46.5938px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Colour status</td> <td style="height:29.7969px;">ForceVisible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Red: Follow-up date exceeded

Yellow: Follow-up date today

Without colour: Follow-up in the future

 </td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Object</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr> <td>Follow-up</td> <td>Visible  
</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>all available customer columns</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> </tbody> </table>

#### Widgets 1x1

- [Activities](https://en.wiki.dedesales.de/books/activities)
- [Amendments](https://en.wiki.dedesales.de/books/amendments)
- [Tasks](https://en.wiki.dedesales.de/shelves/tasks-crm)
- [Orders](https://en.wiki.dedesales.de/shelves/order-complaint)
- [Document overview](https://wiki.dedesales.de/link/362#bkmrk-page-title)
- [Reports](https://en.wiki.dedesales.de/books/service-description-trip/page/reports)
- [Visit](https://en.wiki.dedesales.de/books/service-description-trip/page/visit)
- [Opportunities ](https://en.wiki.dedesales.de/shelves/opportunities-leads)
- [Data Transfer](https://en.wiki.dedesales.de/shelves/data-transfer)
- [Documents](https://en.wiki.dedesales.de/books/attachments-documents)
- [Photo documentation](https://en.wiki.dedesales.de/books/photos)
- Key-Account (from version 8)
- [Contacts](https://en.wiki.dedesales.de/books/contacts/chapter/service-description-contacts)
- [Customers](https://en.wiki.dedesales.de/shelves/customers)
- [Leads](https://en.wiki.dedesales.de/shelves/opportunities-leads)
- [Unpaid invoices](https://en.wiki.dedesales.de/books/service-description-customers/page/unpaid-invoices)
- [Products](https://en.wiki.dedesales.de/shelves/products)
- [Travel reports](https://en.wiki.dedesales.de/shelves/trip-trip-reports)
- [Calendar management](https://en.wiki.dedesales.de/shelves/appointments)
- [FOLLOW-UP](https://en.wiki.dedesales.de/books/follow-up)
- [Workflow ](https://en.wiki.dedesales.de/shelves/workflows)
 


#### Widgets 2x2

- [Turnover](https://en.wiki.dedesales.de/books/performance-description-statistics)
 


#### Widgets 4x2

- [Amendments](https://en.wiki.dedesales.de/books/amendments)
- [Tasks](https://en.wiki.dedesales.de/shelves/tasks-crm)
- [Opportunities](https://en.wiki.dedesales.de/shelves/opportunities-leads)
- [Leads](https://en.wiki.dedesales.de/shelves/opportunities-leads)
- [Calendar management](https://en.wiki.dedesales.de/shelves/appointments)
- [FOLLOW-UP](https://en.wiki.dedesales.de/books/follow-up)
- [Workflow](https://en.wiki.dedesales.de/shelves/workflows)