> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://katalyz.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Your dashboard tour

When you log in, you land on the **Rooms dashboard** — the list of every room you have access to, with KPI cards at the top. It's both your home page and your main workspace view.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/dashboard-katalyz_ltqzh7.png)

## Left sidebar — main navigation

At the top:
- **Account menu** — click your workspace name (e.g. *Katalyz*) to open a menu with:
  - Your signed-in email
  - **Account settings** — your personal profile, notifications, meetings, language, security
  - **Workspace settings** — workspace-level config (Admins only)
  - **Data settings** — custom objects, field mappings, CRM sync
  - **Sign out**
- **+ New room** — create a new room

Below that, the main navigation:
- **Rooms** — the rooms dashboard (your home page)
- **Deals** — pipeline view of deals linked to your rooms
- **Contacts** — people you've added or synced from your CRM
- **Accounts** — companies you're working with
- **Meetings** — your scheduled and past meetings, and their associated recordings
- **Templates** — room templates + section templates
- **Library** — reusable files, links, and media shared across your workspace
- **Analytics** — cross-room engagement and pipeline reporting

At the bottom:
- **Invite user** — add a new member to your workspace
- **Help icon (?)** — opens the help center

## Top bar

Across the top of the page:
- **Credits indicators** — your workspace's remaining credits for add-on modules (Signature, Intelligence, Enrichment). The red badge flags when credits are running low.
- **User menu** — your name, role, and profile avatar. Click for account-level shortcuts.

## Views

Above the rooms list, tabs let you switch between saved views:
- **Rooms** — the default view of all rooms
- **My rooms** — only rooms you own or participate in
- **+ Add view** — create a custom view with your own filters, sort, and columns

## KPI cards

At the top of the Rooms page, a row of KPI cards gives you a pulse on your pipeline:

- **Total rooms** — every room in your scope, with a trend indicator (↑ or ↓ vs. prior period)
- **Open rooms** — rooms whose stage isn't closed (Won / Lost / equivalent)
- **Invitees per room (average)** — how many participants the typical room has
- **% of active rooms** — share of rooms with recent buyer activity
- **% of active invitees** — share of invited buyers who actually engaged
- **Global health score** — aggregate health (0–100) across all your rooms, from the **Katalyz Intelligence** module

Click any card to drill into the underlying data.

## Rooms table

The main table lists every room you have access to. Default columns:

| Column | What it shows |
|---|---|
| **Name** | The room's title (e.g. *Katalyz × Acme*) |
| **Company** | The linked account (CRM synced or entered manually) |
| **Owner** | The room's Owner (with avatar) |
| **Participants** | Avatars of current participants; `+N` if there are more |
| **Progress** | Dot indicator showing stage progression |
| **Deal stage** | Current stage (e.g. *M1 planned*, *M1 done & disco done*, *Not started*) — synced with CRM if connected |
| **Health** | Health status tag (e.g. *Quiet zone*) — from Katalyz Intelligence |
| **Last client activity** | Date of the most recent buyer action |

Click any room row to open it. Click **+ New room** (top-right of the main area, or in the left sidebar) to create one.

## Search, sort, filter

Top-right of the rooms table:
- **Search bar** — by room name or associated company
- **Column/display controls** — toggle which columns show
- **Sort** — by last updated, creation date, alphabetical, etc.
- **Filter** — by owner, participation, deal stage, health, and more

At the bottom of the table: **pagination** (e.g. `25 / 1198`) to navigate through large room lists.

## What you see depends on your role

Your **org role** determines which rooms you see:

- **Admin** — every room in the workspace
- **Pro** — rooms they created + rooms they've been invited to
- **Basic** — only rooms they've been explicitly invited to

Learn more in [Org roles: Admin, Pro, Basic](https://katalyz.crisp.help/en/article/org-roles-admin-pro-basic-jqfm8w/).

## Next steps

- [Quick start: send your first room in 5 minutes](https://katalyz.crisp.help/en/article/quick-start-send-your-first-room-in-5-minutes-1psrj2o/)
- [What is a room?](https://katalyz.crisp.help/en/article/what-is-a-room-qyxcer/)