What's on the Founder view
Everyone starts on the Founder view. It shows whether your customer base is growing and your best customers are looked after:
Counts: buyers researched, VIPs, influencers and prospects over the date range you pick. Click a count for a short overview, with a link to those people in the Signal Feed.
Today's brief: the most interesting customers from the last day. Click a profile card to open that profile.
Take action: suggested next moves for your role, such as saving your VIPs as a segment, tagging the VIPs nobody has thanked yet with VIP Tag Sync, or alerting a Slack channel when a VIP orders. Click a suggestion to take the action.
Your personas: each persona's share of your customers. Click a persona to open it.
What's new: our latest launch.
Recent VIPs: a live feed of your newest VIPs.
If something needs a fix, such as a playbook with no action, it shows at the very top of the dashboard with a link to fix it.
Pick a layout for your role
Click Edit.
Open the Layout menu and pick a layout:
Founder: whether your customer base is growing and your best customers are looked after: your counts, personas and the VIPs nobody has thanked.
Customer experience: your VIPs on a rolodex, the newest ones to look after, and getting their backstory to your support team.
Influencer marketer: the creators who spend the most, the ones nobody has contacted, and new influencers with their combined reach.
Lifecycle marketer: which product to feature to each persona, and which segments still need a playbook.
Merchandiser: which personas buy which products, and who your buyers are by gender.
Click Done to save it.
Make the layout your own
Click Edit.
Make your changes:
Drag a module to a new spot.
Remove a module you don't need.
Click Add module to add one.
Use Undo and Redo to step through your changes.
Click Done to save, or Cancel to leave without saving.
After you change a layout, the Layout menu shows Custom.
Questions
Does everyone on my team see the same dashboard?
Everyone starts on the Founder view. Each user's layout choice and changes affect only their own view.
Why is a module locked or missing?
Some modules need an add-on, such as Persona Analytics or Product Intelligence.
Why does Today's brief show few new customers?
On the free plan, new orders aren't researched, so Today's brief shows fewer new customers.
What if we have little data?
Where there are no numbers yet, the dashboard explains why or suggests a next step.