Home

Why use this

Open Home when you start your day and need a single launchpad to your work, approvals, missions, and key metrics.

Benefits:

• Start the day with one launchpad, not five tabs
• See approvals, missions, and key metrics at a glance
• Reach the most common surfaces in one click
• Build a daily ritual around one screen

What this is

The home dashboard is your daily landing zone. It surfaces the most important changes since your last visit: new leads, pending approvals, mission completions, and recent revenue.

Who can access it

Owner, admin, member, viewer, agency, founder. Hidden from affiliates and public customers.

What it does

• Surfaces a personalized daily summary at the top.
• Highlights pending approvals and tasks assigned to you.
• Shows recent missions, completed and in-progress.
• Surfaces revenue and pipeline movement deltas.
• Links straight into the surfaces that need attention.

How to use it

1. Open /dashboard.
2. Scan the top summary for anything red or flagged.
3. Click through to anything that needs you.
4. Pin the dashboard as your default start route in /settings/profile.

Rules and limits

• The dashboard reads from the same data as the underlying surfaces; nothing here is editable.
• Viewers see the same widgets but with action buttons disabled.