Introduction to Your desk
The panel on Home that carries your number and everything asking for your attention — one place to look instead of a pipeline you have to go inspect.
Your desk is the lower panel on the right of Home. It answers two questions without you going to look: where you stand against your number, and what is asking for you right now.
That pairing is the point. A traditional CRM makes you go find both — open a dashboard for the number, open a list for the work. Here they arrive together, in one column, and they arrive because something happened, not because you went looking.
The number, on top
A band pinned to the top of the panel: what you have closed this period against your target, with a pace bar showing how far through the period you are. If you are ahead, the bar says so at a glance; if you are behind, it says that too.
Click the band to open the Revenue breakdown — forecast (closed, commit, best case) and pipeline coverage against your gap. Those are reference numbers you check now and then, so they live one click away rather than taking up the daily read.
If nobody has set a target for the period yet, the band says so and points at who can set it.
The queue, below it
One list, no sub-sections, newest first. Two kinds of rows arrive in it:
Suggestions — an agent has read a deal and has a move ready. Each row says what it proposes and gives you two ways to take it: Have AI do it, which hands the work back to your assistant, or Your move, for the ones only you can make. Dismiss the ones you do not want.
Notifications — things worth knowing, written by your assistant as it works:
- something it noticed in an email, meeting or recording, with a link to the record it filed it against
- a to-do it is holding for you
- a deal it is unsure about, asking which record a signal belongs to
- a report after a sync finishes, saying what arrived
The footer at the bottom opens the full history — the queue caps what it shows, not what exists.
How to use it
Read it once in the morning and once before you stop. Rows do not expire into nothing: dismissing a suggestion or archiving a notification is a decision, and the history keeps both.
The badge on Home in the sidebar counts what is unread here, so you do not have to keep the tab open to know something arrived.
Up next
Introduction to routines
Recurring jobs your assistant runs on a trigger or a schedule — the morning brief, inbox triage, meeting debriefs, and any job you write yourself.