Dashboards & Manager View
Seeing the whole book at once
Today's Focus is your own day; Dashboards show the portfolio from every angle; Manager View shows the team. Every number on these pages is clickable and opens the accounts behind it. This chapter walks through each one.
At a glance
- Every number is a drill-down: click it to see exactly what makes it up.
- One portfolio filter — status, ARR, profiles, owners and more — follows you across dashboards.
- Most dashboards open with an AI summary you can Refresh.
- Renewals and Risk share a window: 30, 60 or 90 days, or custom dates.
Articles
Today's Focus
/today is the first item in the navigation.
The dashboards
Dashboards has a tab for each view: Overview, Signals, Tasks, Customer 360, Renewals, Risk, Onboarding, Usage, Scheduler and All tickets.
Signals and Tasks
Signals Categories — chips across the top are built from the signal types actually raised in your workspace (Support, Billing, Usage, Engagement, Health, Renewal,…
Renewals and Risk
Both pages share the same window control: Next 30 days, Next 60 days, Next 90 days (the default) or Custom with a from and to date.
Manager View
/manager-view is the team picture, for anyone with the team.view_performance permission (admins and managers by default).
RevOps
RevOps has two views, for anyone with revops.view.