Dashboard

The dashboard is the home screen for everyone on your team. It surfaces KPIs, recent leads, integration health, and AI-generated insights — all scoped to the date range you select at the top.

Sections

• Overview — a tour of every card on the dashboard and what it means.
• KPIs — how each headline metric is calculated.
• Widgets & Customization — show, hide, and rearrange dashboard widgets per user.