Your home

Home helps you start the day with the work that needs attention. It brings together open findings, recent changes, and the questions or reports you use often.

Start with what needs a decision

Review new findings, failed reviews, and items waiting for a person to decide what happens next. If there is nothing in this section, there is nothing waiting on you.

For a RevOps team, this is where to look for a forecast claim that needs review, a renewal risk that changed, or a report that needs to be shared.

See what changed

The daily brief highlights meaningful changes since you last looked. Open an item when it affects an account, opportunity, or review your team owns.

Keep the recurring work close

Pin the answers and reports you use in each forecast or operating meeting. Ask again when you need the current view. The earlier version remains available, so you can compare what changed.

Pin only what your team reads. A short list of recurring reviews is more useful than a large collection of old questions.

Use it as a simple cadence

1. Review items that need a decision.
2. Read the changes that affect this week’s revenue work.
3. Open the pinned forecast, renewal, or account reviews.
4. Share the report or assign the next action.

See Revenue Intelligence for the forecast workflow and Library and sharing for keeping the work your team needs to revisit.