Read your dashboard in five minutes

Business snapshot, at-risk actions, your day, quota attainment — the dashboard is a briefing, not wallpaper. Here is how to read it, and how to make it yours.

What you’ll achieve

A five-minute morning routine that replaces an hour of tab-hopping: what changed, what is at risk, and what deserves your attention today.

Why this matters

Most dashboards are opened twice: at rollout and in the renewal call. The difference is a reading habit — knowing which three tiles answer “what do I do today?” so the rest can stay ambient.

The steps

1
Start with the snapshot widgets
The Business Snapshot and Pipeline Trend widgets give you the headline: pipeline value, movement, and direction. Read them like a weather report — thirty seconds, context for everything else.
2
Go where the risk is
The At-Risk Action Center and Closing Pressure widgets surface deals that need a decision — slipping scores, close-date warnings. Each one links through to the deal page with the evidence.
3
Check your own day
My Day collects what belongs to you specifically. Pair it with the Pending inbox (see the Pending guide) and you have your personal to-do covered without a sticky note.
4
Trust the readiness strip
The “Workspace readiness” strip tells you which insights are live and proven on your data. If a widget seems quiet, readiness usually explains why — and names the next step.
5
Make it yours with “Customize dashboard”
Click “Customize dashboard” to add, remove, and rearrange widgets. Changes apply to “Your view” only — the shared team view stays unchanged — and you can “Reset to team view” or “Update from team view” at any time.
- Use the S / M / L density toggle to fit more on screen.
- Leaders: “Present dashboard” runs it as a slideshow — a ready-made pipeline meeting opener.

You’re done when

You can answer “what needs me today?” from the dashboard alone.
Your view shows the widgets you actually read, and nothing else.

Next guide

Find the deals that need you: the Deals board

Do it in your own workspace

Use this guide in an approved private-beta workspace after connecting a supported source; availability and setup depend on your data and configuration.

Request beta access Run a pipeline audit

Private beta access is invite-only and requires approval.

The steps

Start with the snapshot widgets

The Business Snapshot and Pipeline Trend widgets give you the headline: pipeline value, movement, and direction. Read them like a weather report — thirty seconds, context for everything else.

Go where the risk is

The At-Risk Action Center and Closing Pressure widgets surface deals that need a decision — slipping scores, close-date warnings. Each one links through to the deal page with the evidence.

Check your own day

My Day collects what belongs to you specifically. Pair it with the Pending inbox (see the Pending guide) and you have your personal to-do covered without a sticky note.

Trust the readiness strip

The “Workspace readiness” strip tells you which insights are live and proven on your data. If a widget seems quiet, readiness usually explains why — and names the next step.

Make it yours with “Customize dashboard”

Click “Customize dashboard” to add, remove, and rearrange widgets. Changes apply to “Your view” only — the shared team view stays unchanged — and you can “Reset to team view” or “Update from team view” at any time.

Use the S / M / L density toggle to fit more on screen.
Leaders: “Present dashboard” runs it as a slideshow — a ready-made pipeline meeting opener.