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Dashboards overview

SWS Agent exposes more than one dashboard surface. The default Dashboard (/dashboard or /analytics-dashboard) is the role-aware KPI home—contacts, tasks, revenue indicators, and module shortcuts depending on enabled widgets. Launchpad (/launchpad) guides new workspaces through setup checkpoints.

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Who can do this​

All signed-in users see some dashboard widgets; widget catalog entries may hide based on role and enabled modules.

Before you begin​

  • Workspace has baseline data (contacts, tasks, or deals)
  • You completed Navigate the app so sidebar modules are familiar
  • Optional: assigned Workspace dashboards from an Admin

What you'll accomplish​

  • KPIs reviewed for the current week
  • Drill-down paths to Contacts, Tasks, Reports, and Book of Business identified
  • Understanding of default analytics home vs custom grid dashboards

Step-by-step procedure​

Default analytics home​

  1. Sidebar → Dashboard (routes include /dashboard and /analytics-dashboard depending on workspace assignment).
  2. Scan each widget card—typical widgets include contact counts, task backlog, campaign activity, and performance snippets.
  3. Select a widget title or View all link to jump into the source module.
  4. New workspaces: open Launchpad for a checklist linking to Settings, first contact, and integrations.
  5. If your Admin assigned a Workspace dashboards grid as home, you may land on /workspace-grid-dashboards/:id instead—use the sidebar to return to classic modules.

Widget behavior​

Widget patternWhat to expect
Count tilesSingle number with trend arrow—click through for list view
ChartsTime-series or funnel—hover for values, click legend items when linked
Action listsShortcuts to overdue tasks or unread Inbox items
Performance snippetsMay deep-link to /performance?tab=dashboard (Book of Business)
Smart List summariesMay link to /contact-segments or starred segment tabs

Refresh the page after major imports—widget counts can lag briefly while read models sync.

Role and module gating​

  1. Members may see fewer widgets than Admins.
  2. Disabled modules (Projects, Haves & Wants, Social) hide related widgets entirely.
  3. If a widget errors, confirm the backing module is enabled under Workspace modules.
  4. Haves & Wants widgets appear only when Post a Have / Post a Want routes are licensed for the tenant.

Relationship to other dashboards​

  • Book of Business (/performance) — producer-focused book metrics with tabs Book of Business, My Goals, Deals, Teams, Settings (see Book of Business).
  • Workspace dashboards (/workspace-grid-dashboards) — Admin-built grid layouts (see Customize dashboards).
  • Reports Center — formal scheduled reports (Reports overview).

Use the default dashboard for daily orientation; use Book of Business for quota coaching; use Reports for finance-grade exports.

Verify your work​

  • Widgets load without permission errors for your role
  • Click-through links open the correct module route
  • Counts move after you create a test contact or complete a task
  • Launchpad checklist reflects completed setup steps on new tenants

Tips​

tip

Pin Book of Business or Tasks widgets at eye level if your role lives in follow-up queues all day.

Troubleshooting​

| Zeros everywhere | New workspace—complete Set up your workspace | | Missing widget | Role restriction or module disabled | | Wrong dashboard opens | Admin may have assigned a custom grid dashboard as landing—check URL | | Stale counts | Refresh browser; verify background sync completed |

See also​