What Scan is
Open the Workflow product and choose Scan in the left rail. Where Overview gives you the highlights, Scan is the complete picture: every open signal for the client currently selected in the client picker.
A signal is a diagnosis, not just an alert — each one names a problem, estimates what it's costing, and recommends what to do about it.
How signals get there
You don't create signals — the agent fleet does. Omega's agents scan each client's connected data on a schedule, looking for problems and opportunities across revenue, spend, efficiency, and channel performance. When a scan finds something worth your attention, it lands on the board automatically.
At the top of the board you'll see when the last scan ran and when the next one fires. You don't have to wait for the schedule:
Open Scan for the client.
Click Scan now in the top right.
Watch for the "Scanning now" indicator — new signals appear on the board as the scan completes.
Note: Signals only come from data Omega can see. If coverage is low for this client, the board is working from a narrower slice — check the client's data coverage on Overview if the board feels quiet.
Signals also age. Each one has a freshness lifecycle: open signals are re-checked automatically, ones whose metric has since recovered are retired as resolved, and stale items age out rather than lingering — so the board reflects today's reality, not last month's.
How the board is organized
Signals are grouped under the business problem they roll up to — for example, several related findings about acquisition cost appear together under one heading, each with its own severity marker. Within and across groups, ranking follows impact: estimated dollars at risk first, then severity, then recency. The weights and goals you've set under Metrics also shape the order, floating signals on the metrics you've marked as mattering most for this client.
Each row also carries a basis badge and a goal-state chip, so you can see at a glance what basis the number is on and whether the metric is ahead of or behind its goal — before you ever open the signal.
You can switch between a list and a grid layout using the toggle at the top of the board — same signals, different density.
Note: If open signals have no owner, a banner at the top of the board calls them out — so nothing sits unworked because everyone assumed someone else had it.
Opening a signal
Click any signal row to open its detail view. That's where the full story lives — the problem, the stakes, the trend, the evidence, and the recommended action — along with everything you can do about it: discuss it with teammates, dismiss it, or dispatch an agent to work it.
Each business-problem group also has a Learn more option that explains the group as a whole: what the pattern means, how it's trending, and how the individual signals connect to it.
Tip: Start at the top. The board's whole job is to rank by money, so the first two or three rows are almost always where your next client conversation should begin.