Dashboard
Your workspace home for BD momentum, tasks, and delivery entry points.
Overview
The Dashboard is your workspace home. It surfaces what needs attention today: pursuit orchestration for Revenue-seat champions, meetings and tasks for everyone, and a digest of watched signals. You do not have to rebuild context across tools.
Open it from the left sidebar (Dashboard) or land here after onboarding.
When to use this
- Start of day: Scan Morning brief and This week if you have a Revenue seat
- Delivery check-in: Needs review, due this week, in progress
- Signal sweep: Watched signals digest at the bottom of the page
Revenue seat panels
If you have a Revenue seat on Team, pursuit panels appear at the top of the Dashboard in this order:
| Panel | What it does |
|---|---|
| Morning brief | Today's narrative, meetings, overnight signals, review draft |
| This week | Weekly outcomes and ranked pursuit queue |
| Events | Upcoming conferences and shortlist entry points |
The standalone Follow up panel is hidden when these orchestration panels load. Follow-ups surface inside Morning brief and This week instead.
Morning brief, This week, and related pursuit panels require Team with a Revenue seat. During a trial, members typically get Revenue access. See Seats: Core, Network, Revenue or Win work overview for the full breakdown.
All users
Below orchestration (or at the top if you do not have a Revenue seat), every workspace member sees:
| Panel | What it does |
|---|---|
| Follow up | Overdue and due-soon contact follow-ups (when orchestration panels are not shown) |
| Events | Conference and event context |
| Meetings | Meeting tasks tied to your calendar range |
| Needs review | Tasks waiting for your review |
| Due this week | Tasks due within seven days |
| In progress | Active task work |
| Watched signals | Digest of signals on accounts and contacts you watch |
Typical day
Open the Dashboard. If you have a Revenue seat, scan Morning brief first.
Set or confirm weekly outcomes in This week, then act on the top ranked rows.
Work delivery panels (meetings, needs review, due this week) between BD blocks.
Skim Watched signals before you close the tab.