The Dashboard is your home page. It shows what changed this week, flags leads that need attention, and gives you shortcuts to the pages you use most. Click Dashboard at the top of the sidebar to return to it.
This week
Three cards sit under your greeting:
- New leads is how many leads were added this week.
- Revenue is the revenue you earned this week.
- New deals is how many deals were created this week.
Each card can show a New badge.
Signals
Signals point at things to fix. For example, "33 leads with no activity in 7+ days" has a Review leads link that opens those leads. Open the link, work the list, and the number goes down.
Admin workspaces
Shortcut buttons take you straight to Team performance, Leads workspace, Deals pipeline, Team members and Lead capture forms.
Prompts you may see
- Next up suggests the next thing to do, with a Go button.
- Go live is the setup checklist. See How to set up FlowForce with the Go live checklist.
- A Sign in faster with a passkey card offers a passkey. See How to add a passkey and two-factor authentication to your account.
- A Lead alerts prompt offers instant alerts on your phone. Click Enable alerts, or Not now to skip it. See How to choose which notifications you get in FlowForce.
Get help on a page
The small book icon next to a page title opens the help article for that page.
If it did not work
My numbers are zero. A new workspace has no leads or deals yet. Add some. See How to add your first lead in FlowForce.
I do not see Signals. They appear when something needs attention.