What Overview is for
Open the Workflow product and choose Overview in the left rail. Everything on the page is scoped to the client selected in the client picker at the top of the screen — switch clients there and the whole cockpit updates.
Overview is designed to answer three questions fast: Is anything wrong? What should we do? What's already being worked?
The bands, top to bottom
Weekly report banner. When the client's weekly report is ready for review, a banner appears at the top with a link straight to it.
The decision hero. The single most critical thing happening for this client right now — the biggest problem, its estimated dollars at risk, and the recommended next action. When nothing is urgent, it reads "All clear."
Data coverage strip. A compact line showing how much of the client's data footprint is connected. More coverage means sharper, more trustworthy signals. Click it to open the full Coverage view.
The KPI band. The client's key metrics at a glance — revenue, spend, traffic, efficiency, and more. Hover a metric to see where it's coming from, channel by channel.
Strategic priorities. Up to three business-level priorities, built from the client's goals and the signals currently open — the "what should leadership care about" layer.
Signals, ranked. The open signals for this client, ranked by estimated dollars at risk. Strategic and channel-level signals show first; smaller platform-level items are tucked behind an expandable section so they never bury the big stuff.
The run pipeline. Four columns — Queued, Running, Review, Completed — showing the work the agent fleet is doing for this client. Anything you dispatch from a signal shows up here.
How to read it in two minutes
Check the decision hero. If it says "All clear," you're done in thirty seconds.
Glance at the data coverage strip. Low coverage means the signals below may be missing part of the picture.
Scan the KPI band for anything trending the wrong way.
Read the top two or three ranked signals — the dollars-at-risk figures tell you where the money is.
Check the pipeline to confirm work is moving, and whether anything is waiting on your review.
Tip: The dollars-at-risk figures are estimates of monthly revenue exposed if a signal goes unaddressed — they're how signals are ranked, not booked losses.
Note: If very little of the client's data is connected, a full-screen notice replaces the cockpit and explains exactly what to connect. See "The Data Coverage Gauge" for details.