Module guide
The top-level operational overview. It surfaces the next place to work, urgent exceptions, and high-level performance context when the active runtime supports managed analytics.
These workflows describe how the visible customer workspace is intended to be used.
Use the overview to jump into the queue or module that already owns the action.
A summary surface that helps you decide where to act next; it does not replace the source workflow module.
Covered screen
`/dashboard`
Primary audience
Managers, admins, analysts, and reps needing a launch surface.
If the wrong runtime banner is shown for your environment, contact your administrator with the exact screen text and organization scope.
These areas usually carry the next action, source record, or downstream evidence.
Monitor active field sessions, governed check-ins, continuity signals, and same-day execution evidence for the selected organization.
Manage cycles, targets, forecasts, reconciliation, incentive review, route-coverage posture, and workforce continuity approvals.
Governed dashboards, review workbench, reports, feedback review, commercial cockpit, and analytics question review. It is the main analysis family for performance and approval evidence.
The governed inbox for approvals, operations, reminders, and exceptions inside the selected organization.