Dashboard
DashboardChecked 29 Oct 2026
Your numbers at a glance: opportunities, conversion, funnel stages, and an AI summary of how things are going.
Tap a number to see what it doesreal screen, demo account
Jobs on this screen
What people come here to do
78
Set up your dashboard so it shows what matters
Pick the numbers you check every week, filter by date, and get an AI summary in plain words.
- 1What the dashboard is for
- 2Make your own dashboard
- 3Edit and add widgets
15 min · 6 steps
79
Build a custom report and send it on a schedule
A multi-page report you design once, that emails itself to you or your team every week or month.
- 1Dashboard or report?
- 2Start a report
- 3Pick a starting point
20 min · 6 steps