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The Dashboard is the first thing you see after logging in. It shows three stat cards summarizing your portfolio and a feed of open requests sorted by severity.

Stat cards

Requests

MetricWhat it shows
OpenNumber of requests with status “Open”
Resolution ratePercentage of requests created in the last 30 days that have been resolved
Avg to closeAverage time from request creation to completion (excludes outliers over 14 days)

Portfolio

MetricWhat it shows
Total MRRSum of MRR across all active accounts
MRR at riskSum of MRR from accounts in the Critical health tier, shown as a dollar amount and percentage of total
Active accountsTotal number of active, non-churned accounts

Email Activity

Only shown if your organization has synced email data.
MetricWhat it shows
Sent todayInternal emails sent during your local calendar day, with a daily average
This weekInternal emails sent this week (Saturday–Friday), with a weekly average
Avg responseAverage email response time during business hours
“Internal emails” means messages sent from your organization’s configured email domains.

Open requests feed

Below the stats, the dashboard lists up to 10 open requests ordered by most recently updated. Each row shows:
  • Title and requested date
  • Severity score — color-coded badge (green at 0, red at 100)
  • MRR badge — total MRR from linked accounts
  • Needs Discussion indicator (orange, if flagged)
  • Notes preview — first two lines of the latest note
  • Linked accounts and issues — listed in the footer
Click any request to open its detail page.
The dashboard has no manual filters — data is scoped to your organization automatically. For deeper analysis, use Analytics or Custom Reporting.