06

Configure your dashboard for the morning standup

What you measure first is what you act on. Make the right tiles default-visible.

1

Dashboard → ⚙ Customize

Click the customize button.

2

Pin tiles

Pin Cash allocated, Cash conversion cycles, Won deals this month, Deals in litigation.

3

Set Conversion Funnel

Set the Conversion Funnel to your top board.

4

Reload

Reload the page.

5

Morning standup

That's now your first screen every morning.

Why It Matters

What you measure first is what you act on. Make the right tiles default-visible.