Dashboard
What the dashboard shows and the shortcuts on every page.
3 min read
All Users
On the Dashboard
- Headline counts - active proposals, opportunities, team members, pending tasks, critical deadlines in the next three days, and Advanced Packages used. Each one opens its list.
- Pipeline Status - pursuits in Identified, Qualifying and Bidding, with year-to-date wins, losses and win rate.
- Key deadlines, Team tasks and Activity - the next deadlines, open tasks you can tick off in place, and recent changes.
- What needs attention and What is coming - past-due and upcoming deadlines and tasks across your proposals.
- Team throughput, Demand and capacity and When the team works - what the team closes, how busy the coming weeks are, and the busiest days and hours.
- Customize - show, hide, reorder and resize cards. Your layout is saved for you.
Shortcuts
Cmd/Ctrl + KCommand palette: go to a page, run an action, or search recent proposals
Cmd/Ctrl + SSave the canvas you are editing
The + Quick Actions menu creates a proposal, a task or a deadline from anywhere.
Was this page helpful?