Overview
TV Mode turns your Company Dashboard into a live display, showing activity inside your CRM as it happens.
It is designed for a screen in the office, so the team can see performance without anyone reloading a page.
Steps
Step 1: Open the Company Dashboard
Go to the Company Dashboard tab.
Step 2: Click the TV Mode button
Click the TV Mode button on the right.
The dashboard switches to a live view of activity in your CRM.
Step 3: Exit TV Mode
To come back, click the button on the right to exit.
Important Notes
TV Mode refreshes on its own. The Company Dashboard view updates roughly every minute, so a wall display stays current without anyone touching it.
It is built for display, not analysis. Use the normal dashboard when you want to filter, compare periods, or dig into a figure.
Set your date filter before switching. TV Mode shows the period the dashboard is already on, and the dashboard defaults to the present year.
Think about what is on screen. A dashboard on an office wall is visible to everyone who walks past, including visitors.
The leaderboard has its own TV Mode, which is the better choice if you want individual performance on display rather than company figures.
Troubleshooting
You cannot find the TV Mode button
It is on the right of the Company Dashboard.
You cannot get out of TV Mode
The exit button is also on the right.
The figures are not what you expected
TV Mode inherits the dashboard's date filter. Exit, set the period you want, then switch back.
The screen is not updating
The view refreshes about once a minute rather than instantly.
You want individual performance on screen instead
Use the leaderboard's TV Mode, which ranks team members.
Related
How to Use the Company Dashboard and TV Mode — the dashboard behind this view
How to Use the Leaderboard — its own TV Mode for team rankings
Summary
You switched to TV Mode. From the Company Dashboard tab you clicked the TV Mode button on the right to show live CRM activity, and clicked the button on the right again to exit.