Deal Dashboard: What You See vs What You Should Use

Reality Check

Most users open the Deal dashboard, look at one thing, and leave.

But the dashboard isn’t just for checking — it’s for managing.


What’s Inside

  • activity overview
  • contract statuses
  • onboarding progress
  • document alerts
  • updates across regions

Usage Difference

BehaviorBasic UseFull Use
DashboardQuick checkFull review
DataCurrent onlyFull context
ActionsOneMultiple

Why It Matters

Because the dashboard already shows what needs attention — you just have to look.


User Notes

  • “I started using the dashboard differently — way more useful.”
  • “Everything I need is already there.”

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