The dashboard and activity feed

Updated August 20, 2026

The Dashboard is the workspace-wide view: what is moving across the whole book (or your own book, if you are a producer). Every figure on it computes from your workspace's own saved proposals and audit log. A workspace with nothing saved yet gets honest zeros and empty states.

Signed in as agency owner the subhead reads "The whole workspace at a glance."; signed in as producer it reads "Your proposals at a glance." A producer's whole dashboard, every figure on it, scopes to their own proposals the same way the Proposals page does.

#Fees stamped, this year

The largest figure on the page: the year-to-date total of policy and agency fees your fee schedule has added across every priced proposal, with two supporting numbers next to it, Items flagged (coverage gaps the scan caught) and Stamped this month. Until a proposal carries a fee, the line underneath says plainly that fees show up here as you build them.

#Stat grid

Four tiles:

  • Open proposals. A live count, with in-progress versus sent underneath once there is anything to count.
  • Premium proposed, this month. The total premium across proposals built or updated this calendar month.
  • Average fees per proposal. Averaged only across proposals that carry a fee.
  • Close rate. Bound divided by everything sent. Shows None yet until at least one proposal has been sent, rather than a 0% that would misleadingly imply proposals have closed and lost.

#Premium proposed by month

A bar chart across the last six months, oldest first, with the current month highlighted. A month with nothing proposed still gets a bar (a flat baseline), so an empty stretch reads as empty rather than as a missing month.

#Pipeline

Three rows with a bar and a count each: In progress, Proposal sent, and Bound, each bar sized relative to whichever of the three is largest.

#Recent activity

A running list of what has happened in the workspace, pulled from the same durable audit log every proposal's own "Activity on this proposal" panel reads from, newest first: sign-ins, builds, saves, exports, shares, client link creation, and more. An agency owner sees the whole workspace's activity; a producer sees their own actions, plus anything logged on a proposal they own, the same visibility split as the rest of the app.