Home, Dashboard & Setup
Where the day starts: what needs you, how the business is doing, and how the workspace is shaped.
- In every plan
- Connected to every other module
Home is the front door — Donna, the cards that need a decision and the shortcuts into your modules. Dashboard is the reading of the business. Setup is where you choose your industry, turn modules on and off, and bring your data in.
What Home, Dashboard & Setup is made of.
In the app: Home › Overview · Dashboard · Setup. These are the pages you will find there.
Home
Donna’s input, prompt suggestions and the cards that need you today.
Dashboard
The numbers and movements across the modules you use.
Setup
Industry profile, modules, vocabulary and imports — how the workspace is shaped.
What this looks like on a normal day.
Start with what needs you
Home collects what deserves attention across modules — a reply that is going cold, an approval, a payment that failed — and lets you act on it or hand it to Donna.
- Triage explains why each item is there
- The peek flyout keeps Donna, messages, calls, news, automations and projects one click away
- Everything links back to the record it came from
A dashboard you did not have to build
The Dashboard reads the same records your team works in, so it is current without anyone maintaining it.
- Revenue, work in flight and pipeline in one view
- Drill into the module behind any number
- Built from live records, not exports
Setup shapes the whole workspace
Pick your industry and UNOBITS turns on the modules that fit, renames records where it should, and suggests the rest as add-ons you can enable any time.
- 30+ industry profiles
- Modules can be switched on or off later
- Imports for contacts, files and history
Who leans on home, dashboard & setup most.
People running it alone
Nothing to configure, nothing to integrate. It works the day you open it.
Teams who keep missing each other
One place everyone can see, so nobody has to ask what happened.
Businesses with clients waiting
Files, updates and invoices your clients can reach without another login you pay for.
You never use this module alone
Everything here is joined to the rest of the workspace, so nothing has to be copied anywhere. And Donna is standing in this room with you — ask her to do the work in it and she will, then tell you what changed.
Have someone walk you through it