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Your Dashboard at a Glance

A tour of your portal Home dashboard — your campaign snapshot and quick actions.

Written by Chris Ross

Your Home dashboard is the first thing you see when you log in — a quick snapshot of your campaigns and what's coming up.

The portal Home dashboard

What you'll find here

  • At-a-glance numbers — your total requests, upcoming events, and live campaigns.

  • Upcoming events — the next webinars and seminars on your calendar, with their dates and status.

  • Recent requests — your latest campaign requests; click View all to open the full My Requests list.

Quick actions

Use + New Request at the top to start a new webinar or seminar, or the left-hand menu to jump to your Leads, Proofs, Messages, Analytics, and more. The Chat with us button is always in the top-right if you need a hand.

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