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Configure your dashboard for the morning standup
The Dashboard summarizes workspace activity — KPI tiles, the conversion funnel, and reminders grouped by urgency.
1
Dashboard → Customize
Choose which KPI tiles appear for your user account.
2
Pin what matters
Active and closed deal counts, pipeline values, outcomes, cash allocated — pick the numbers your standup actually discusses.
3
Set the conversion funnel
Point the funnel at the board your team is driving this quarter.
4
Run the standup
Reminders group into overdue, due today, and coming soon — assign the overdue ones before the meeting ends.
Why It Matters
A standup that starts from the same screen every day takes ten minutes. One that starts from memory takes thirty.