Main dashboard

What the dashboard is for

The main dashboard is the firm's daily starting point. It summarizes what has happened, what needs attention, and which detailed dashboard to open next.

It has two modes:

• Grow — revenue, intake, pipeline, goals, priority work, and meetings
• Voice agents — AI phone-agent volume and outcomes

Changing modes does not change underlying records. It changes the operating summary shown on the page.

Use the Grow view

1. Open Dashboard.
2. Select Grow.
3. Read the Daily Brief for a concise operating summary.
4. Scan the five headline metrics.
5. Review progress toward the current month's goal.
6. Work the items in Today's push.
7. Review Today's meetings.
8. Use Go deeper to open the dashboard responsible for the number you need to investigate.

Headline metrics

See the Metrics glossary for the definitions and important denominator differences.

Read goal tracking

Tracking to this month's goal connects retained revenue to the targets under Settings > Sales Intelligence:

• Goal progress — retained revenue recorded against the current target
• Needed per day — average daily revenue needed over the remaining period
• Month-end forecast — expected result if current and historical performance continue
• Projected year-end — current full-year outlook

Forecasts are planning estimates, not booked revenue. The actual number still comes from retained matters and their close dates.

Work Today's push

Today's push brings together tasks, leads, and matters that warrant attention.

1. Open an item to review its underlying contact, task, or matter.
2. Confirm the owner and next action.
3. Complete, reassign, reschedule, or update the underlying record.
4. Return to the dashboard and continue through the list.

Treat the list as a prioritization aid. The record itself remains the source of truth for status, value, and ownership.

Review today's meetings

The meeting section gives the team a quick view of the day's scheduled conversations. Open a meeting when you need the contact context, meeting details, or post-meeting record.

For meeting performance and coaching, use Sales Intelligence > Meetings or the Scheduling section instead of the main dashboard.

Go deeper

Use the destination that matches your question:

Use the Voice agents view

1. Select Voice agents at the top of the main dashboard.
2. Review:
   • Calls handled
   • Answer rate
   • Booked by agent
   • Average call length
   • Time saved
3. Use Call activity to see the volume pattern for the displayed period.
4. Open Agents, Analytics, or Call History when you need individual calls, agent configuration, or deeper performance detail.

The voice-agent view reports agent-handled activity. It is not a complete report of every call handled manually by the firm.

For call outcomes, heatmaps, agent comparisons, and attribution, see Voice agent analytics.

A practical daily routine

Start of day

1. Read the Daily Brief.
2. Review Today's push and overdue work.
3. Confirm today's meetings.
4. Check goal and forecast direction.

Midday

1. Return to Today's push.
2. Review new leads and unassigned work.
3. Open a deeper dashboard only when a headline number needs investigation.

End of day

1. Make sure completed work is reflected on its contact, task, or matter.
2. Resolve unassigned or overdue items.
3. Confirm retained matters have accurate values and close dates.

If a number is missing or unexpected

• Check the period printed beside the metric.
• Confirm matters have the correct stage, value, services, and close date.
• Confirm meetings and contacts are connected to the correct people.
• Check campaign and practice-area mappings for channel reporting.
• Open the deeper dashboard to inspect its filters and record-level drilldown.

Related guides