# Dashboard, Insights, Reports, and AI Copilot

This section explains how users can understand what is happening across the workspace.

#### Dashboard

<figure><img src="/files/B3dR9NoVbAfukLd4m2VM" alt=""><figcaption></figcaption></figure>

The Dashboard gives you a high-level view of the workspace. It helps answer:

* what is active right now
* where the workload is building up
* how many records are open
* what needs attention first

Depending on your data, the dashboard may show:

* pipeline totals
* deal and ticket counts
* total value
* priority records
* task summaries
* charts and visual summaries

#### Analytics scope

You may be able to view dashboard data for:

* the full workspace
* one selected pipeline

This is helpful when managers want a full view, while individual teams want a more focused one.

<figure><img src="/files/NKJP8vHKzaqXzGUjvB7l" alt=""><figcaption></figcaption></figure>

#### AI insights

The CRM can surface AI-generated insights to help highlight:

* stalled records
* priority follow-ups
* urgent tickets
* ownership gaps
* activity patterns

These insights are useful for identifying what deserves attention before problems grow.

<figure><img src="/files/GAb1GTzGGaAS5OJWiH4p" alt=""><figcaption></figcaption></figure>

#### Reports

<figure><img src="/files/mxyi37gv82HrNOzt59nc" alt=""><figcaption></figcaption></figure>

The Reports section helps users review workspace performance and important changes over time.

Reports can be useful for:

* daily check-ins
* weekly reviews
* manager updates
* team performance reviews
* support workload summaries

Some workspaces may also support saved report history and report email delivery settings.

#### AI Copilot

<figure><img src="/files/yNpTvXGwPWp4cuAHvwTF" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/6RQRvw1xSjIGVY7n4gbe" alt=""><figcaption></figcaption></figure>

AI Copilot lets users ask questions in plain language about their workspace.

Examples of what users may ask:

* Which deals need follow-up today?
* What support tickets are still open?
* What changed this week?
* Which records are unassigned?
* What should I work on next?

AI Copilot is best used as a helper for prioritization and workspace understanding. It helps users find direction faster without manually checking every screen.


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