Where you land when you sign in
1pm used to open on a home dashboard: four KPI tiles, a pipeline chart, and a list of what was on this week. It doesn't any more. Signing in now lands you on Leads, and Home is gone from the sidebar.
This article explains the change, where each part of the dashboard went, and how to get the same picture from what is there now.
What changed
The dashboard was the first screen after sign-in and a row in the sidebar. Both are withdrawn. Going to the old address takes you to Leads instead.
Nothing was deleted on the way. The page, the tiles and the figures behind them all still exist in the app, they are simply not wired into the navigation, so if the dashboard comes back it comes back with its history intact.
Why Leads
A dashboard tells you how things are. Leads tells you what needs doing, and it is the one surface in 1pm where waiting has a cost: an unanswered enquiry decays, quickly. Opening the app on the list of people expecting a reply from you puts the time-sensitive work first, which the KPI tiles never did.
It also carries its own badge in the sidebar counting everything actionable, new submissions you have not triaged plus client replies waiting on you, so the number you most need is visible from wherever you happen to be.
Where each part went
- Active events, Confirmed, Total events. The Events list answers all three, filtered by status, and the Events report gives you the same counts over a date range with values totalled at the foot.
- Pipeline value. The Sales pace report is the better version: booked and pipeline value by the month each event happens, split by status, with a year-on-year comparison. The Conversion funnel report shows where the pipeline leaks.
- The pipeline chart. Covered by Sales pace and Conversion funnel together, both with date ranges and CSV export, which the chart never had.
- This week. The Calendar is the direct replacement, in month, week, day, list or per-Space view. The Events list also sorts by date, and your calendar feed puts the same thing in Google Calendar, Outlook or Apple Calendar.
The fields that fed the dashboard have not changed and are still worth keeping current, because the reports read the same ones: Status (Enquiry, Tentative, Confirmed, Completed, Cancelled), Event value, and the event's start and end times.
If you miss it
That is fair, and worth telling us. The dashboard was withdrawn rather than deleted precisely because bringing it back is a small change, and how many people ask for it is the thing that decides whether it returns, in what form, and whether it should be a landing page or a section you visit on purpose.
Email [email protected] and say so.
Related articles
- Working the leads inbox covers the screen you now land on.
- Reports covers where the numbers live, including Sales pace and the conversion funnel.
- The calendar covers the visual scheduler that replaced This week.
- The sidebar and where everything lives covers the current navigation.
- Tracking events from enquiry to done covers the status field the reports read.