The Dashboards

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12 min Leadership Core

The company dashboard — booked revenue, margin, and forecast right up top.

After this lesson you'll be able to read the big picture, drill into any one vertical, and surface your biggest and most at-risk deals — in the same five-minute pass, every week, without asking anyone to build you a report.

Dashboards are where leadership review starts, but they are not where it ends. Every widget is an aggregate of live deal records; the dashboard is only as honest as the records feeding it. This lesson teaches the read pattern that catches problems before they reach a board deck.

Dashboard review pattern

1
Start with company rollup: pipeline, won, margin, forecast.
2
Drill into one vertical to understand what moved.
3
Open the records behind any number that matters.
4
Flag stale, overdue, or high-value deals for follow-up.

A realistic Monday

The Monday pass

Situation

It is 8:40 on Monday. Leadership sync is at 9:00. You need what moved last week, what the forecast says, and whether anything big is slipping.

Goal

Walk into the sync with three specifics: the headline numbers, the one vertical that moved most, and the two deals that need a push this week.

Proof

You can name the deals behind every number you quote — because you opened them before the meeting, not after someone challenged you.

The click path

Where this lives:CRM ANC app → Dashboards → ANC 2026 — Company Dashboard

Open the CRM. If the sidebar shows the Standard app, use the app switcher (top-left) and pick ANC — the dashboards sit at the top of the sidebar. The platform remembers your choice.
Open the ANC 2026 — Company Dashboard. The Company Overview tab is the rollup: booked revenue, margin, forecast, pipeline by stage, and top deals.
Read left to right, top to bottom: won so far, forecast, then pipeline. Note anything that moved sharply since last week.
Switch tabs to drill into one vertical — Technology, Venue Services, or Media & Sponsorship. Same widgets, scoped to that side of the business, mirroring how the company is actually structured.
Click into any widget number that matters. That opens the underlying deal list — this is the step that separates reading a dashboard from trusting one.

The ask path

You can get the same picture conversationally. Use the dashboard for the scan, the assistant for the specific follow-up question the dashboard raises.

Headline read

What is our pipeline versus won this quarter?

One vertical

Show me the Technology numbers — pipeline, won, and forecast — and how they compare to last quarter.

Compare verticals

Compare revenue and margin by vertical for this year.

Biggest and at-risk deals

Two lists close out the pass:

Biggest: the Top Open Deals view is sorted by deal value — your concentration risk in one screen. If the top three deals are half the pipeline, the forecast lives or dies on them.
At-risk: filter to deals that have gone quiet or are past a due date — the ones that need a nudge before they slip a quarter.

Risk sweep

What are our biggest open opportunities, and which of them are overdue or have gone quiet?

Common mistakes

Emergency: A total on the dashboard looks wrong — too big, too small, or it moved when nothing should have.

Fix: Click into the widget and scan the underlying deal list. Nine times out of ten one record explains it: a duplicate, a deal in the wrong stage, or a value entered at the wrong magnitude. Name the record, send it to the owning team.

Prevention: Never debate a dashboard number in the abstract. Every disagreement about a total resolves at the record level in under two minutes.

The screenshot trap

Screenshotting a widget into a deck freezes a live number. Dashboards update as the team works, so by the time the deck is presented the screenshot can already disagree with the system. Quote the number with its as-of date, or export the underlying view — the next lessons cover both.

What good looks like

Before you move on, the bar is:

You can complete the full pass — rollup, one vertical, records — in under five minutes.
Every number you would say in a meeting, you can attach to the two or three deals that drive it.
You noticed at least one hygiene issue (stale deal, missing date, suspicious value) and know who owns it.
You are reading the same dashboard everyone else sees — no private spreadsheet on the side.

Now you try →

Open the company dashboard, switch to one vertical's tab, click into one widget, and ask the assistant for your biggest open deal in that vertical. Compare the two answers.

👉 Open the CRM

Related lessons: Forecasting & Pipeline · Win/Loss · Asking for Numbers (Core)

Key takeaways

The ANC 2026 Company Dashboard is the rollup; the vertical tabs are the drill-down.
Widgets are aggregates of live deal records — click through before you trust a total.
Top Open Deals is your concentration-risk read; quiet or overdue deals are your slippage read.
A five-minute weekly pass beats a monthly deep-dive that arrives too late to act on.

Check yourself

A pipeline widget on the company dashboard shows a total that looks too high. What is the correct first move?