Dashboard example · a made-up company with sample data · Get yours

Good morning, Dana.

Your board found 3 new things since Monday.

11 agents online

The office: your 11 agents at their desks

All 11 agents are at their desks.

Pulse

This month at a glance

Live
Hours won back1,284+172 this month
Active goals41 needs a decision
Files the board knows1286 added this week
Board sessions23/200this month
Signals

What the board found

4 new

  • Vector · Data · 2 hours ago

    November margins fell 9 points since 2023

    Freight costs rose 22% in Q4 2024 and were never repriced.

    ≈ $38K lost last November

  • Relay · Operations · Yesterday

    Quote requests wait 2.3 days on average

    38% of requests sit in the shared inbox for more than a day.

    Top complaint · 41%

  • Prism · Branding · Monday

    Two different logos are in use

    14 recent files still use the 2021 logo.

    14 files to fix

  • Lens · Quality · Last week

    Two pages still show 2025 prices

    The holiday landing page and the quote form list last year's rates.

    A one-day fix
Goals

Where you're headed

4 active
  • 62%

    Same-day quotes

    On track

    Next: Forge ships the quote calculator Thursday

    Bolt, Forge, Relay
  • 35%

    Cut packaging cost 10%

    Needs a decision

    Next: pick a supplier. Relay found two quotes

    Relay, Vector
  • 80%

    Black Friday plan

    Due Nov 20

    Next: approve the launch email by Nov 18

    Echo, Quill, Atlas
  • 15%

    Brand refresh

    Kicked off

    Next: Prism replaces the old logo in 14 files

    Prism, Quill
The vault

Everything the board knows

128 files · 3.4 GB · every one read

  • XLSXSales_2019-2025.xlsx2.4 MBRead by Vector
  • PDFPackaging_PO_2024.pdf1.1 MBRead by Relay
  • PDFBrand_Book_v3.pdf18 MBRead by Prism
  • MP4Q3_customer_calls.mp4412 MBTranscribed by Scout
  • CSVSupport_tickets_Q3_2026.csv640 KBRead by Lens
  • XLSXSupplier_invoices_2024.xlsx880 KBRead by Vector

Documents, spreadsheets, PDFs, images, audio and video. Drop them anywhere on this page. In this example, files stay in your browser. Nothing is uploaded.

Time

Hours won back, month by month

1,284 h this year
  1. 80Jan
  2. 88Feb
  3. 104Mar
  4. 114Apr
  5. 122May
  6. 131Jun
  7. 144Jul
  8. 155Aug
  9. 174Sep
  10. 172Oct

On pace for about 1,540 hours this year. That's most of a full-time person, given back.

Activity

What the agents did today

Live

  1. Vector finished the November margin trend.

  2. Relay chased the packaging supplier for a second quote.

  3. Prism flagged 14 files with the old logo.

  4. The board met and found 3 new things.

  5. Forge tested the quote calculator with 40 real requests.