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Dashboards are configurable widget grids over your deal flow: pipeline funnels, stage counts, activity feeds, thesis-fit distributions, readiness gaps, needs-attention queues, and the Pattern Intelligence family (decision-pattern analysis with recommendations).

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Working with dashboards

  • Every team has a default dashboard: it’s your landing page on login and when switching teams. Admins choose which one.
  • Create additional dashboards for specific jobs (a cohort dashboard filtered to Cohort = Q3, a partner-meeting dashboard…).
  • Widgets take the same filters as deal lists: stage, property, office, thesis. A dashboard can therefore be scoped to any slice of the pipeline.

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Organisations & offices

Dashboards respect the office lens: an office sees org-owned dashboards computed over its own deals. Admins can publish org-wide dashboards so every office gets the same layout.