Reading the Dashboard Widgets

Your dashboard is a stack of compact widget cards that summarise the state of your work. Each widget links straight through to the page where the underlying records live, so the dashboard is most useful as a daily launchpad rather than a deep analytics view.

Action-Focused Widgets

Three Actions widgets surface the open work that needs your attention:

Each row links straight to the action so you can tick it off, edit it, or open its source.

Recent Activity Widgets

These widgets give you a quick read on what you have been doing:

• Recent Catchups - the latest few one-to-ones logged, with the sentiment emoji from each.
• Recent Meetings - the latest meeting notes with their value rating.
• Recently Viewed - the last handful of entities you opened across the whole app.
• Latest Events - a chronological feed of events written to the user-scope timeline.
• Upcoming Events - items due in the next few days drawn from your timeline.

Pinned and Entity Widgets

The dashboard also lets you pin specific entities so they appear as their own widget. You can pin:

• Projects
• Teams
• Journeys
• Targets
• Surveys

A pinned widget shows the entity's current status and a short summary, with a link to the full detail page. See Pinning Items to Your Dashboard for the setup steps.

AI Summary

The AI Summary (Pro) reads across your recent activity and writes a short paragraph highlighting risks, patterns, and overdue items. Open it from the AI button in the bottom toolbar on the dashboard; it refreshes when you open it, drawing on the latest data. The summary is text rather than a chart, so it works well as a daily orientation read.

Where to Find Actual Charts

Aggregated charts live on the feature pages:

• Catchups: Sentiment Over Time, Catchups By Team Per Week, Key Themes Over Time, Outstanding Reminders By Member
• Targets, Projects, Surveys, Retrospectives: feature-specific status pies and trend lines

Open the relevant feature page when you want to dig deeper than a row-level summary.