1. Opportunities & Existing Accounts
Located top‑left, this card shows your open Opportunities and Existing Accounts. Click to switch between prospective deals and renewal/expansion pipeline.
Click View all (bottom‑right of the panel) to open the complete Opportunities list in the Accounts tab.
2. Signals Panel
The top‑right hosts your real‑time Signals feed. See recommended actions so focus on the right opportunities at the right time.
Hit View all to open the full Signals feed in the Signals sidebar.
3. Sales KPIs
Bottom‑left, two vibrant KPI cards deliver instant total values for:
Opportunities
Existing Accounts
🔄 These update live as your CRM syncs and signals are engaged with.
4. My Notifications
Bottom‑right, your personal alerts live here.
Displays your custom workflow notifications on opportunities as well as existing accounts.
Set notifications for custom events in the settings (Bell icon in the top right).
For example if a customers bont score sinks under a certain threshold or their account value exceeds a certain amount.
Click View all to open the Notifications panel.
Pro Tips 💡
• Use Filters: Narrow by Manager or Pipeline to surface only your priorities.
• Click “View all”: Each panel’s View all button takes you directly to the full list in its respective tab.
• Stay Aware: The Signals feed keeps you on top of customer actions - check it first thing each day.