The Overview tab

Översikt is the five-second view: Anpassa dina rapportwidgetar.

The headline figures are Kunder, Pipeline, MRR-tillväxt, Vinstfrekvens and Öppna ärenden, with charts for MRR-trend, Pipeline per steg and Vinstfrekvens.

Arranging it. Lägg till widget and Ta bort 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. Visa intäkter, Visa pipeline and Visa ärenden 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.