Use the dashboards

The dashboards summarize everything you have access to. Select Dashboards in the top bar, and then select a tab.

Overview#

The portfolio at a glance: the number of accounts, live projects and stakeholders, the revenue your accounts represent, how many projects are on track or need attention, project health, and recent activity.

My Activities#

Your own work in one place:

• Open tasks and Overdue tasks assigned to you on project schedules, under My tasks, with the soonest due date first.
• My mentions: the most recent times someone @mentioned you.
• My accounts, My contacts and My projects: the records you own, most recently updated first.

Accounts#

Totals of active accounts and hot leads, new accounts per month for the last six months, and breakdowns by Rating, Type and Top industries.

Stakeholders#

Totals of active and inactive stakeholders, the Engagement distribution across levels 1 to 10, and the Top roles.

Projects#

Live projects by Health, Status and Priority, Deliverables due soon, Budget vs. actual cost, and a Risk heatmap of open risks by likelihood and impact. Amounts in different currencies are converted to your organization's default currency so they can be compared.

Next steps#

• Manage projects