Dashboards

Describe the chart you want and watch it appear, with live numbers you can rearrange.

About 7 minutes · Running the shop

Your Dashboard is the first thing in the left menu and the last word on how the business is doing. It's made of widgets (tiles, charts, lists) that you can add, drag, resize, and remove. The unusual part: you can summon a widget by describing it in plain English, and the numbers refresh themselves while you watch.

1Read what's already there

Every workspace starts with working dashboards, including Investor Radar: investor counts with attention colors, a weekly momentum trend, a conversion funnel, who's awaiting your reply, who's gone quiet, and per-owner accountability. Zero setup, live from day one.

KPI tiles: Big numbers that count up, each with a change chip against last period and a small trend line.
The Pulse: A live ticker of what just happened across the workspace: calls, meetings, emails, stage moves.
The live dot: Widgets refresh on their own. The breathing dot means the numbers are current, not a screenshot from Tuesday.

2Ask for a widget

Press Add widget and describe it. "Pipeline created by month." "Deals won by owner this quarter." "A funnel from lead to closed." The widget appears, wired to your live data.
Adjust it like a control panel. Every widget's settings are editable after the fact: chart type, date range, grouping.
Arrange your board. Drag by the grip, resize from the corner, snap to the grid. Your layout is remembered per person, so your view is yours.

Dashboard › Add widget

Describe the widget

pipeline created by month, last 6 months, as a bar chart

Pipeline created by month

Bar chart · live

Added

Describe it and it appears. The AI fills a validated spec; it can never touch your data with raw queries.

3The widgets that do things

Live kanban: A mini pipeline board on the dashboard. Drag a deal card between stages and the real deal moves.
What-If: Slide win rate, average deal size, and new deals per month to project revenue against your current run rate, with conservative, base, and stretch scenarios.
Funnels: Real stage-to-stage conversion, labeled with the percentages.
Leaderboards and tables: Owners ranked, sources compared, any slice as a list.

Dashboards read the same engagement rollups your tables filter on (last activity, last email opened). If a number surprises you, click through and the table shows you exactly who's behind it.