# Dashboard, Insights, Reports, and AI Copilot

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

#### Dashboard

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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="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FaYih8VzVVBpeiWTI4bcj%2FCleanShot%202026-04-04%20at%2020.33.32.png?alt=media&#x26;token=66e855fd-d429-493c-8e01-89c2d6233bb6" 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="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2F4oZT8VqEmKGYH1oIyuL1%2FCleanShot%202026-04-04%20at%2020.33.32.png?alt=media&#x26;token=536ef242-b187-41ab-a9da-7b3f70645aba" alt=""><figcaption></figcaption></figure>

#### Reports

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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="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FOrtk9VClZpvlIO7jxTRo%2FCleanShot%202026-04-04%20at%2020.35.18.png?alt=media&#x26;token=25eb07b0-d234-4481-8590-438e604717cc" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2144409983-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHbDmB8MlZRo4hzrDiO0X%2Fuploads%2FQ0KXVmYK26E2Y7TTv4gC%2FCleanShot%202026-04-04%20at%2020.35.44.png?alt=media&#x26;token=8ca190ea-6745-4e92-b080-e408b9735239" 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.