The Dashboard: money in play, pipeline, and relationships

The Dashboard is your at-a-glance picture of the whole booking business: the money currently in play, your pipeline, and every relationship that matters. It reads live from your Booking HQ folder, it is strictly read-only, and it never sends anything. You can poke around here as much as you like without a single message going out.

Opening the Dashboard

1. Look at the right pane, where the Today, Leads, Tasks, Inbox, Plays, and Settings tabs live.
2. Open the More menu at the end of that tab row.
3. Choose Dashboard.

What you'll see

• What's new in this update - after the app updates, a card summarizes what changed. Click Dismiss when you've read it.
• Money-in-play spotlight - one big number showing the money currently in motion across your deals.
• The aim bar - a line that reads "Otto thinks your aim is X. Right?" (more on this below).
• Stat cards - quick counts, with anything that needs you or is waiting on someone highlighted.
• Money in motion rows - the individual deals behind the spotlight number.
• Reminders and tasks rows - what's coming up and what's in flight.
• Pipeline stage counts - how many relationships sit at each stage.
• Relationship rows - every relationship, one per row. Click any row to open its detail modal.
• Recommended for you cards - suggested next moves you can act on with one click.

Confirming your aim

Otto keeps a working guess about what you're aiming for, and the Dashboard checks it with you: "Otto thinks your aim is X. Right?" Click That's it to confirm the aim, or Not now to set the question aside. Confirming helps the rest of the app point its suggestions at the goal you actually care about.

Digging into a relationship

1. Click any relationship row on the Dashboard.
2. The relationship modal opens with the essentials up top: Stage, Next move, Value, and Event, along with the organization and contact.
3. If a proposal exists for this relationship, click Check and open. The app renders the proposal document and opens it so you can review exactly what the client would see.
4. Scroll the History timeline at the bottom to see everything that has happened with this relationship so far.

Acting on a recommendation

The Recommended for you cards are safe to click. A click does not run anything - it simply prefills the chat box with that goal, worded and ready. You review it, edit it if you want, and press Send when you're happy. Until you send, nothing happens.

If the Dashboard can't read your folder

The Dashboard is only as good as the Booking HQ folder it reads from. If the folder is missing or unreadable, you'll see a Choose Booking HQ folder button - click it and point the app at the right folder.

If your workspace isn't set up yet, the Dashboard shows a friendly setup prompt instead of empty charts:

• Show me what you can do - runs a guaranteed first win so you see real results right away.
• Finish setting up - continues your setup through chat.
• Show me another - swaps in a different suggestion.

Still stuck? Submit a ticket from this help center and we'll take it from there.