Cross-room activity on your dashboard
Beyond individual room activity, your dashboard shows a cross-room view — all the rooms you have access to, with engagement indicators at a glance.
Accessing the dashboard
It's the home page when you log in. The right side (or a dedicated panel) shows:
- Recent activity feed — a stream of events across all your rooms
- Engagement summary — rooms ranked by engagement
- Overdue tasks — tasks past their due date
Use cases
Morning coffee check-in
Glance at the feed to see:
- Who opened a room overnight
- Who signed something
- Who booked a meeting
- Where tasks are slipping
Informs your first outreach of the day.
Weekly pipeline review
Filter rooms by status, health score (if using Intelligence), or recent activity. Identify:
- Hot rooms needing urgent attention
- Cold rooms that need re-engagement
- Dead rooms to close out
Handoff preparation
Before handing a deal from AE to CSM, review the full activity history — who said what, what was agreed, what's pending.
Filtering and sorting
You can typically:
- Filter by status (Active / Won / Lost / Paused)
- Filter by participation (my rooms / all rooms I have access to)
- Sort by last activity, creation date, health score, deadline
⚠️ NEEDS INPUT — confirm specific filter/sort options available.
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Updated on: 02/10/2026
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