Dashboard, Insights, Reports, and AI Copilot

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

Dashboard

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.

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.

Reports

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

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.