The left sidebar
The sidebar is organized into collapsible sections. You only see the sections and links your access level allows, so your sidebar may be shorter than a colleague's.
Overview
Page | What it's for |
The company dashboard — revenue, gross profit, retention, headcount | |
A visual map of which system feeds which page |
People
Page | What it's for |
Revenue per person, book value, retention, target standing | |
A sandbox for testing "what if we moved these clients?" | |
Who leads and supports each client, and how revenue is credited | |
Expansion versus churn, per Account Director and division | |
Weekly team check-in completion, sentiment and bandwidth | |
The revenue and retention targets each role is measured against |
Talent
Page | What it's for |
Every open role and how far along its candidates are | |
Approved roles, salaries and hiring plan from Finance |
Client Pulse
Page | What it's for |
Your weekly client check-in and quarterly business review log | |
Everything you've submitted, so you can confirm or fix it | |
This week's check-ins across the whole book |
Client Health
Page | What it's for |
One row per client — the weekly command centre | |
The individual people at each client and how they're feeling | |
Revenue versus estimated delivery cost, per client | |
Clients at risk of leaving, why, and who's on it | |
Clients we've already lost, and the revenue that went with them | |
What account teams expect to lose or save this month | |
Clients ready for more work, and what to pitch |
Finance
Page | What it's for |
Month-by-month profit and loss per division | |
The full worker roster across all payroll systems | |
Client revenue managed by people outside the client's division |
Commissions
Page | What it's for |
Each person's credited book, with the per-client detail behind it |
Planning
Page | What it's for |
How full each role group's book is versus target | |
The same picture company-wide, by division |
Growth
Confidential compensation and performance data. Requires a specific grant and a shared unlock password each time you open it.
Page | What it's for |
Per-person compensation and payroll census | |
Performance signals across the org |
Innovation
Page | What it's for |
Did our internal AI rollouts actually move the numbers? | |
Garden | Opens the Model Garden site in a new tab |
Access
Page | What it's for |
Grant and revoke Signal access levels | |
Grant and revoke access to Growth data specifically |
Admin
Page | What it's for |
Report a wrong number and track the fix | |
Who changed which client assignment, and when | |
Keeps the job-description sheet in step with Signal | |
Who is actually using Signal |
The month selector
At the top of the screen, above the content. It accepts one month or several, and almost every number on the page respects it.
Two habits worth forming:
When a number surprises you, check the month first. Nine times out of ten that's the answer.
Selecting several months aggregates them — it doesn't average them. Twelve months of revenue is a year's total.
The current month is always partially complete, because finance posts actuals through the month. Comparing a half-finished month against a closed one will always look alarming.
Search — Cmd/Ctrl + K
Opens global search from anywhere. Type a client name, an employee name or a page name and jump straight there. Faster than navigating the sidebar once you know what you're looking for.
Iris — Cmd/Ctrl + I
Opens the Iris AI assistant in a side drawer, with the context of the page you're on. Available to admins. Iris is the right place for questions about a specific client's data and performance.
Pinning pages
Hover any sidebar link and use the pin icon. Pinned pages collect in a Pinned group at the top of the sidebar. Useful if your week revolves around two or three screens.
Help & Docs
The button at the bottom of the sidebar. It opens a panel listing every guide you have access to, and puts a "About this view" card at the top linking to the guide for the page you're on right now.
Related
Welcome to Signal — start here if you're brand new
Who can see what — why a section might be missing from your sidebar
Glossary — what the metrics mean