Your start page

Your start page greets you by name and shows what matters for your role. A manager sees revenue and open receivables. An employee sees appointments, tasks and the time clock. A customer sees open invoices. Only what your permissions and your plan allow is shown.

The sections

• Today for you: one list of what is waiting, such as approvals, overdue invoices, support tickets, tasks that are due, follow-ups, call-backs and appointments awaiting confirmation. Select the button on a row to approve, finish or open it. Eight rows show, and Show all opens the rest. Nothing waiting shows All done.
• Key figures: four numbers for your role, each with a small trend and a comparison, for example against last month.
• My day: appointments today, time clock and team presence.
• Trends: charts such as revenue over twelve months and leads by stage.
• Platform: only for operators of the platform.
• Getting started: for a new company, with the count n of m steps done.

Make it yours

1. Select Customise.
2. Show or hide sections, drag them or use the arrows, and choose Large (main column) or Small (side column).
3. Select Restore default to go back to the standard.

Your layout applies to you only. Administrators can use Save as company default for a role. People's own layouts win. The earlier tiles and widgets are all available as building blocks in Customise. Open the previous widget view shows the classic page.