Dashboard

The landing view is tabbed, with all figures computed live. The default Overview tab gives a cross-area snapshot: KPI tiles (open pipeline value, active projects, open tasks, overdue, unread email, upcoming renewals), a capacity widget with week and day bars and a plain-English guidance line ("Over capacity by 3h — consider rescheduling"), a pipeline-by-stage donut with legend, upcoming notifications, and per-channel tiles (record and open-task counts for your custom channels).

Deeper tabs — Deals, Tasks, Reminders, Projects, Assets — drill in:

• Pipeline forecast — open deal value bucketed by expected close date (next 3 / 3–6 / 6–12 / 12 months+ / no date), plus total open pipeline. Deals carry an Expected close date for this.
• Pipeline by stage — value and count in each pipeline stage (colour-coded).
• Capacity (this week) — scheduled vs available hours (red when over), plus today.
• Work — active projects, open tasks, due-this-week and overdue. Cards link through to the relevant view.