The dashboard and activity feed

Updated August 14, 2026

The Dashboard is the workspace-wide view: what is moving across the whole book (or your own book, if you are a producer). Signed in as agency owner the subhead reads "The whole workspace at a glance."; signed in as producer it reads "Your book at a glance."

#Found money, YTD

The largest stat on the page. It shows a year-to-date total of fees the app has caught and stamped, alongside two supporting figures: E&O flags caught and Found this month. The supporting line explains the idea directly: "Fees auto-stamped on 31 proposals. One missed policy fee pays for a month of the app."

#Stat grid

Four tiles: Open proposals, Premium proposed, June, Avg fee per proposal, and Docs to deck (how long it takes to go from a dropped PDF to a finished deck). Each tile carries a short detail line underneath, for example "3 drafts, 4 sent" under Open proposals.

#Premium proposed by month

A bar chart showing premium proposed across the last six months, with the current month highlighted.

#Pipeline

Four rows with a bar and a count each: Draft, Proposal sent, Bound in June, and Close rate. A footnote underneath totals the bound premium and the fees captured on it for the month.

#Recent activity

A running list of what has happened in the workspace: who did what, and when. This is the one widget on the dashboard driven by live data rather than a fixed demo number, it is your session's own audit trail, the same one that appears on each proposal's own "Activity on this proposal" panel. Every sign-in, brand save, export, and email you trigger during your session adds a new row here, newest first.

Preview note

Preview note: the headline stats on this page (found money, the stat grid, the premium chart, and the pipeline bars) are illustrative demo figures. They are fixed numbers meant to show what the dashboard will look like once it is wired to your real proposal history, they do not update as you build proposals. The Recent activity feed is different: it is live and genuinely records what you do during your session, but what you see here is a session-scoped view, not a direct read of your workspace's durable history. Creating, updating, or deleting a proposal, and changes to the Vault, Brand, or call retention settings, are also written permanently to your workspace's own database behind the scenes and ship in a full workspace export from the Security page, but the on-screen feed itself starts over empty each time you sign back in rather than re-reading that record. See The Security page for the full picture of what is durable versus what you see live here.