PlatformDashboard
Dashboard
Your workspace overview with real-time activity and AI insights.
The Dashboard is your workspace's home screen. It provides a real-time overview of activity across all active modules.
Widgets
The dashboard displays widgets based on your active modules:
- Activity Feed — Recent actions across your workspace
- AI Insights — Proactive suggestions powered by pattern analysis (revenue variance, ticket spikes, pipeline bottlenecks, and more)
- Quick Stats — Key metrics from each active module
- Upcoming — Tasks, meetings, and deadlines
AI Insights
The AI engine continuously analyzes your data across 9 pattern rules:
- Revenue variance detection
- Expense anomaly detection
- Support ticket spike alerts
- Pipeline bottleneck identification
- Recruiting funnel analysis
- Overdue task detection
- SLA breach warnings
- Deal stagnation alerts
- Cross-module correlation insights
Insights appear in real-time via the AIInsightsWidget and are also accessible at /insights.
Customization
Dashboard layout adapts based on your active modules. Each widget can be configured in Settings → Dashboard.