Dashboard

Your home after setup: next best action, priorities, at-risk deals, and upcoming meetings.

Open Dashboard in the sidebar. This is the home page once Get Started is done or skipped.

What you will see

Next best action — usually the warmest lead to coach right now. If you have no leads yet, it points you to add one.
Today's priorities — open deals that need attention.
At-risk deals — open deals with no recent contact or stuck in a stage.
Upcoming meetings — calls already booked. See Availability and booking.
Recent leads and activity.
Counts for total leads, hot leads, new this week, and pipeline value.

If it looks empty

Add a product and leads, then start coaching or create deals. Momentum charts need scoring on more than one day.