Dashboard — your daily overview

The Dashboard is your landing page after sign-in. It is not a feature in itself but a collection point: KPIs, quick links, and hints about what matters next.

Page header: “Your overview for today”

What you find there

• Quick status for open offers and overdue items (“Open offers > 30 days: …”)
• New replies and recommendations on where to step in
• Recommendations / next steps based on the latest activity
• KPI cards (pipeline value, reply rate, etc., depending on the build)
• Quick buttons for the most common actions (e.g. create offer)

When to use the dashboard

• First thing in the morning, to plan your day
• Before a customer call, to quickly check the state of open offers
• After being away for a while, to see what needs catching up

What Flino tells you when everything is on track

“All on track 👍” / “No overdue offers.”

When the dashboard is quiet, no immediate action is needed.