The General Info tab is the landing page inside your Seller Dashboard which now the default homepage for all Sellers in ShareBuilder CRM.
It provides a high-level snapshot of your business, including Opportunities with pending dollars, financial performance, maintenance alerts, recent Activities, and your Top 10 accounts all in one place and pre-filtered just for you.
This is part of our role-specific redesign: Sellers no longer share the Market Dashboard with managers. Instead, you land directly in a streamlined view built around your workflow, not someone else’s.
At ShareBuilders, we believe our CRM should support how you actually work. Instead of clicking through multiple pages or searching for what matters, the General Info page brings it all to you cleanly, clearly, and contextually.
Here’s what this update means for you:
Eliminate chair swivel: Most seller actions now live inside your dashboard tabs — eliminating the need to bounce between modules.
Instant focus: Everything on this page is automatically filtered to your accounts, your activity, your results.
Smarter check-ins: Your manager can also use this view to prep for 1:1s and give you more meaningful support.
Next Step Alerts
Stay on top of action items. These are system-generated warnings that prompt you to clean up data or take action. Common examples:
Account Category Exceptions – When an account's billing behavior no longer matches its assigned category.
Opportunity Reminders – When an Opportunity goes stale (no activity in 4+ days or past its end week), you’ll be prompted to review and update it.
Sales Funnel Summary
A snapshot of where your active Opportunities sit in your funnel — including total pending dollars by stage.
Click the Sales Funnel card to jump directly into your full funnel tab for deeper analysis.
The dollar totals reflect your current date filter (top right of the page).
Sales Analysis
Your performance over the next 6 months:
This year vs. previous year(s) booked dollars
Pending dollars tied to your Opportunities
To Budget let’s you know how your Booked dollars stack up against the set budget.
Recent Exports
Quick access to your last downloaded Excel reports from any module.
This section shows your exports, even when your manager views this page.
Activity List
View your upcoming and most recent Activities (calls, meetings, etc.) at a glance.
Top 10 Breakdown
Get a quick read on your best (and most at-risk) accounts by the categories listed below. Use the three vertical dots in the corner of the card if you’d like to adjust the date range.
Accounts – Total booked dollars
Pendings – Pending dollars tied to Opportunities
Non-Returning – Accounts that haven’t booked recently
New – Recently developed accounts
Increase – Year-over-year growth
Attrition – Declines in revenue (a warning, not always negative)
