Command Center
Your daily home screen — a live overview of everything that needs attention.
What it is
The Command Center is the first screen you land on. It answers three questions at a glance: what's happening, who owns it, and what's next.
Key cards
- Pipeline Value & Sales Pipeline Summary — open deals and their weighted value.
- Active Projects & Project Health — delivery status across clients.
- Pending Approvals, Open Tickets and Invoice Follow-ups — items waiting on someone.
- Overdue Tasks and Upcoming Follow-ups — what to act on today.
- Client Health and the AI Assistant panel on the right.
Tips
- Click any KPI card to jump straight to the module behind it.
- Ask the AI Assistant for a summary of what changed since yesterday.