Dashboards
The workspace dashboard gives leadership a live, at-a-glance view of revenue, pipeline, events, and profitability.
The workspace dashboard
The workspace dashboard is the landing page after you sign in. It’s a grid of KPI tiles and charts covering:
- Revenue
- Sales pipeline value
- Active and upcoming events
- Registrations
- Leads
Tiles are role- and data-aware, so what you see reflects your access and your workspace’s data. Most tiles link through to the underlying records, so you can jump straight from a number to the events, deals, or invoices behind it.
Projected profit (this cycle)
A dashboard tile shows projected profit, calculated as:
Projected profit = approved invoices − approved budgets
This lets you see expected margin across the business at a glance. Only approved documents on both sides are counted, so drafts and pending items don’t distort the figure.
Where to go deeper
- The per-event operational view lives in the Command Center — the day-to-day cockpit for running a single event.
- Detailed slice-and-dice reporting lives in the Report pages, where you can filter by date range and event.
Permissions
- Viewing the dashboard requires being signed in to the workspace.
- Finance figures respect your finance read permissions, so projected profit and revenue tiles only show if you’re allowed to see finance data.