Your home dashboard: fixed KPI and work surfaces, reorderable analytics and action cards, an AI daily briefing, and cross-device preferences
Fixed surfaces at the top and a work-focused Desk, followed by cards you can reorder and hide.
The dashboard leads with a set of fixed surfaces that always keep their place: a filter bar, the headline KPI strip, and the Desk — a wide “Your work” card paired with a rail holding the AI Daily Briefing and Pipeline by stage. Below the Desk sit your analytics and action cards, which you can reorder and turn on or off.
A separate AI panel lives alongside the dashboard and can be collapsed, expanded, or set to fullscreen. The dashboard content scrolls independently next to it. On desktop, the analytics and action cards flow in a responsive grid; each card sizes itself to the available width.
Save more than one named dashboard and switch between them.
Everyone gets one dashboard on every plan. You can also save several named dashboards, each with its own cards, KPI strip, and default view, and switch between them from the dashboard switcherin the header. For example, a “Pipeline focus” layout for selling days and an “Activity focus” layout for coaching.
You can keep up to five dashboards. Your dashboards are saved to your account, so they follow you across every device, and only you see them.
The dashboard is organized into four widget sections.
Rearrange the analytics and action cards, and the sections that hold them, by dragging.
Select Edit layout in the dashboard header to enter edit mode. This is available on desktop only. In edit mode, the reorderable sections show two kinds of drag handles:
The AI panel has three states that control its visibility and size.
Quickly cycle through AI panel states with a keyboard shortcut.
Press Cmd+. (Mac) or Ctrl+.(Windows/Linux) to cycle through the AI panel states: collapsed → expanded → fullscreen → collapsed.
This shortcut is suppressed when you are typing in an input field, textarea, or the AI chat box, so it won't interrupt your typing.
Choose which cards appear on your dashboard.
Select the gear icon next to the dashboard header to open the settings panel. It slides in from the right so you can see the dashboard update behind it. Under Cards, turn each card on or off with its switch. Changes autosave — there is no Save button. The same controls are also available at Settings › Home dashboard.
Available cards:
Use Reset to defaults under Presetsin the settings panel to restore the standard layout for your role — visible cards, their order, the KPI strip, and the default range.
Presets: the Presets section of the settings panel applies a ready-made set of cards for a common role. Three are available:
Your prioritized to-do list, generated automatically from CRM data.
The Action Items tab in the Attention widget aggregates items that need your attention from four sources:
Items are scored by priority and urgency, with the most critical items shown first. The At-Risk Deals tab shows deals with risk scores and risk bars colored by severity.
A short, generated read of what to act on today, with a few one-tap items.
The AI Daily Briefing sits at the top of the actions area. It gives you a one- or two-sentence read of your day, followed by up to five prioritized items you can act on. Every number and item comes entirely from your own CRM data, so the briefing never invents figures or records.
The items are drawn from three sources, each linking straight to where you act:
Managers see the briefing framed around their team; individual users see it framed around their own work. The header shows an updated time so you know how fresh the read is.
Turn a briefing item into a ready-to-send email, staged for one-click approval.
On each AI Daily Briefing item that points at a deal or lead you can contact, a Draft follow-up action asks AI to write the next outreach email for you. The draft is built entirely from your own CRM data, so it never invents names, numbers, or commitments. You see the subject, a preview of the body, and the recipientbefore anything happens.
From the drafted preview you can:
Drafted follow-ups are clearly marked as AI-written, and the email body is plain text you can read in full before you approve it.
Because your support, projects, billing, and automations all live in one database, the home dashboard can show them next to your pipeline.
Five cards pull metrics from across Laureo onto the home screen, so you do not have to open each area to see how it is doing:
Common actions accessible from the dashboard header.
The dashboard header includes quick action buttons:
How the dashboard adapts to smaller screens.
The dashboard is fully responsive across all screen sizes:
On notched phones (iPhone X+), the layout respects safe-area insets to avoid content being hidden behind the notch or home indicator.
How totals and KPIs are formatted when your team works in multiple currencies.
All dashboard totals — Pipeline Value, Won This Month, MRR/ARR, the Pipeline Overview bar, and At-Risk Deals — are rendered in your organization's base currency. Each widget reads the base currency from your account and formats numbers with the correct symbol, decimal places, and thousands separators for that currency automatically.
When individual deals use a different currency than your organization's base (for example, a EUR deal in a USD-based org), those deals are excluded from the aggregate totalson the dashboard. This keeps the headline numbers honest — the CRM does not silently mix currencies into a single figure. You can still see every deal's native currency on its detail page and in list views.