3. Your first dashboard
The Dashboard is the page you land on after signing in, and the only screen you arrange yourself. If you do not have a dashboard of your own yet, you are offered a choice of ready-made layouts to start from.
| Layout | Built to answer |
|---|---|
| My Day | Where does the month stand against budget, what is winning, and which accounts need a call? |
| My Territory | Am I on track? Year-on-year at the top, the twelve-month shape underneath, then what carries the margin. |
| My Accounts | Who do I ring? Declines, stopped and lapsed business, and where new business is coming from. |
Picking one makes it yours. From then on it behaves exactly like a dashboard you built by hand, and later changes to the standard layouts will not disturb it. To start again from a different one, open the actions menu (⋮) and choose Choose a starting layout… — you are asked to confirm, because it replaces your current dashboard.
The badge at the top right of the dashboard says whether you are looking at the Desktop, Tablet or Mobile layout. Each is saved separately, so a board arranged on your laptop does not squeeze itself onto your phone.