Your workspace home with real-time stats, AI insights, and quick access to everything you need.

Dashboard

The Dashboard is your workspace's home screen — the first thing you see when you log in. It provides a personalized overview of your business with real-time activity, AI-powered insights, and quick navigation to every module.

full dashboard

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Dashboard Layout

Your dashboard is organized into sections that adapt based on your enabled modules and user role.

Welcome Section

At the top of the dashboard, you'll see a personalized greeting:

Good morning — Before 12 PM
Good afternoon — 12 PM to 6 PM
Good evening — After 6 PM

The welcome message helps orient you and sets the context for your work session.

Setup Checklist

If you're new to Workestra or have incomplete setup tasks, you'll see a Setup Checklist widget:

Task	Description
Complete your profile	Add your name, job title, and avatar
Invite team members	Add colleagues to your workspace
Enable modules	Turn on the features you need
Connect email	Link Gmail or Outlook for unified inbox
Create your first record	Add a contact, task, or ticket

The checklist tracks your onboarding progress. Completed tasks are checked off automatically. Click any task to jump to the relevant page.

The AI Insights widget displays proactive suggestions based on pattern analysis across your workspace data. This is one of Workestra's most powerful features.

Types of Insights

The AI engine continuously monitors for 9 pattern types:

Pattern	What It Detects	Example Alert
Revenue Variance	Unusual changes in revenue trends	"Revenue dropped 15% compared to last week"
Expense Anomaly	Unexpected expense patterns	"Expense category 'Travel' is 3x higher than average"
Ticket Spike	Sudden increase in support volume	"Ticket volume increased 40% in the last 24 hours"
Pipeline Bottleneck	Deals stuck in specific stages	"5 deals have been in 'Proposal' for over 30 days"
Recruiting Funnel	Candidate drop-off points	"50% of candidates drop off at the interview stage"
Overdue Tasks	Tasks past their due date	"You have 7 overdue tasks assigned to you"
SLA Breach	Support tickets missing SLA targets	"2 urgent tickets are approaching SLA breach"
Deal Stagnation	Opportunities with no recent activity	"3 high-value deals have no activity in 14 days"
Cross-Module Correlation	Connections between modules	"Closed deals correlate with reduced support tickets"

Interacting with Insights

Each insight card shows:

Title — Brief description of the pattern
Severity — Color-coded: Info (blue), Warning (yellow), Critical (red)
Details — Context about the data
Suggested Actions — Quick buttons to take action

Action	What It Does
Dismiss	Remove the insight from your feed
View Details	Navigate to the relevant report or list
Act	Take a suggested action (varies by insight type)

Dismissed insights can be viewed again on the full Insights page (/insights). The AI learns from your dismissals to improve relevance over time.

Occasionally, you'll see a prominent banner highlighting major AI features:

New AI capabilities (e.g., "Enable AI Agents for recruiting")
Significant insights requiring attention
Tips for getting more from Workestra

You can dismiss banners or click Enable/Act to explore the feature.

AI highlight banner

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Module Cards

The Your Modules section displays cards for your enabled modules, each showing a quick stat and description:

Module	Example Stat	Description
CRM	"12 New Leads"	Track leads, deals, and relationships
Recruiting	"3 Active Jobs"	Manage hiring and candidates
Projects	"8 Pending Tasks"	Organize tasks and sprints
Finance	"$12k Revenue (MTD)"	Monitor invoicing and expenses

Click any module card to jump to that module's main page.

Stats are calculated in real-time based on your role and permissions. A Viewer might see different numbers than an Admin.

Quick Start Section

The Quick Start section provides one-click actions to common tasks:

Action	Description	Who Sees It
Create your first Job Offer	Start recruiting	Admins, Members with recruiting access
Import Contacts	Bring in existing leads	Admins, Members with CRM access
Set up your Profile	Complete your user details	Everyone

These actions are contextual — they disappear once you've completed them, and new ones appear based on your usage patterns.

The + button in the dashboard header opens a customizable command-menu of create flows — new contact, new deal, new invoice, new task, and so on. The list is composed of three layers:

Built-in defaults (always shown) — Contact, Deal, Company, Project, Task, Invoice, Ticket.
+ Workspace additions (admin-pinned for everyone in the workspace).
+ Your additions (personal pins, only visible to you).

Workspace admins can add shortcuts the whole team should see; any member can pin extras for themselves. Open the menu with ⌘+Shift+N (macOS) or Ctrl+Shift+N (Windows), then click Customize in the top-right of the menu to manage the list.

→ Read the Quick Actions guide for the full picker, RBAC rules, and the 17-action library.

Explore Section

The Explore the Platform section links to resources:

Resource	Description
Documentation	Comprehensive guides for all features
Security & Audit	Compliance settings and audit logs
Support Center	Get help from our team
Add More Modules	Enable additional features