The Overview tab

Tilgjengelig i ProSlik gjør duÅpne i DealJourney

Oversikt is the five-second view: Tilpass rapportwidgetene dine.

The headline figures are Kunder, Pipeline, MRR-vekst, Vinnrate and Åpne henvendelser, with charts for MRR-trend, Pipeline etter trinn and Vinnerrate.

Arranging it. Legg til 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 inntekt, Vis pipeline and Vis saker 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.

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