The Overview tab

Overblik is the five-second view: Tilpas dine rapportwidgets.

The headline figures are Kunder, Pipeline, MRR-vækst, Vindrate and Åbne henvendelser, with charts for MRR-trend, Pipeline efter trin and Vinderrate.

Arranging it. Tilføj widget and Fjern widget decide what is on it. Keep it to what you would actually act on — a screen of twelve numbers is a screen nobody reads, and the tab loses its job the moment it stops being glanceable.

Every widget goes somewhere. Vis omsætning, Vis pipeline and Vis sager jump to the tab that explains the number. That is the intended rhythm: notice something here, understand it there.

Overview tab or the Dashboard? The dashboard is the whole app's home and mixes your work — activities, deals needing attention — with numbers. This tab is only numbers, and it sits next to the tabs that explain them. Use the dashboard to decide what to do today; use this to decide whether the quarter is going well. See Change what your dashboard shows.

It follows the period selector like every other tab, so a figure that looks wrong is usually being read over a different range than you assume.