Dashboard
The Dashboard is your home base — the first screen you land on, showing how the operation is doing right now.
Open it any time from the top of the sidebar. It's a quick read, not a deep dive: use it to spot what needs attention, then click through to the detailed screens.
📷 [SHOT: dashboard-1] — web — The home Dashboard on first load, summary cards across the top — caption: "The Dashboard greets you with a summary tuned to your role."
A landing summary, tuned to your role
The Dashboard adjusts to who you are, so it always shows the slice of the operation you're responsible for. You don't change a setting — it simply reflects your role and the territories you cover.
That means two teammates can open the Dashboard and see different numbers, each scoped to their own patch.
Note: Everything on the Dashboard respects your role's scope. You only ever see the territories and reps you're allowed to see.
What managers see
As a manager (or admin), the Dashboard pulls back to show the whole operation you oversee — across all your territories and reps. Use it to scan the big picture: how the day's field activity, sales, and collections are tracking, and where to look closer.
From here you typically jump into the Insights screens for the full territory rollups, or into a specific Field or Sales screen to act on what you spotted.
Tip: Treat the Dashboard as your morning glance. Open it first, find the one thing that looks off, then click through to fix it.
What supervisors see
As a supervisor, the Dashboard narrows to your own territory. You see your reps' activity and results at a glance, without the wider organization's numbers mixed in.
It's the fastest way to keep your own team on track day to day before drilling into reports or dashboards for the detail.
Best practice: Check the Dashboard at the start and end of each day — once to set the plan, once to confirm the work landed.