Dashboard

The Dashboard is your daily starting point, a "morning briefing" that reads like your Chief wrote it, on top of a fully customisable tile grid organised into clear sections: Today (briefing, what needs you, quick actions), Work, Sales & Marketing, Finance, People, Agents & AI, and System. Each section packs its tiles tightly (no gaps), sections you have no access to simply don’t appear, and every tile can still be moved, resized, added or removed within its section.

• Morning briefing: a one-line summary of everything waiting on you (agent approvals, overdue invoices, leave requests, overdue tasks) plus what your agents completed today, with one-click paths to review approvals or ask the Chief.
• KPI tiles: revenue this month (with % vs last month), cash/net with an estimated runway, pipeline value, delivery health, open projects/tasks/deals, assistant quality, new leads, form submissions, social, inbox and agent approvals, each shown only if you have that module and the right role.
• Needs attention: one action list of everything waiting on you or your admins right now: overdue tasks, agent actions to review, leave and expense claims to approve, overdue invoices, and open inbox conversations. Each row shows a count and links straight to the exact place to act; when there is nothing outstanding it reads “You’re all caught up”. If the tile is too short to show every row, a “+N more” control at the bottom says exactly how many are below the fold and scrolls them into view, so the card can never quietly show you four things while its own heading says sixteen.
• AI agent ROI: a 30-day summary of the value your AI agents created: estimated hours saved, dollar value, net of metered spend, actions completed, auto-run share, reliability and an ROI multiple. Opens the full Agent Activity view.
• Storage: how much of your plan’s storage quota is used (drive files + screen recordings) with a usage bar that turns amber then red as you approach the limit, plus file and recording counts. Opens Drives.
• Team workload, live activity and quick actions. See open tasks per teammate, a live feed of what is happening in the workspace, and one-tap buttons to create a task, deal, lead or invoice or ask the Chief.
• Fully customisable: click Customize to drag, resize, add or remove any tile and switch chart variants; save your own layout or, as an admin, set the workspace default (resellers can ship a default per workspace). Reset returns to the latest default at any time.
• Unlock more: features not on your current plan appear at the bottom as locked cards (CRM, Accounting, AI Agents, Social, Screen Recording and more) so you can see what is available and upgrade in one click. What the button says and where it points is controlled by your provider’s upgrade prompts.