Getting Started
    3 min read

    Understanding Your Dashboard

    Navigate the SalesOS dashboard and key features

    Understanding Your Dashboard

    The SalesOS dashboard is your command center for sales operations.

    Dashboard Sections

    Left Sidebar

  1. Dashboard - Overview and stats
  2. Leads - Lead management and search
  3. Saved Leads - Your saved prospects
  4. Pipeline - Visual deal tracking
  5. Outreach - Email composition and history
  6. Calendar - Scheduled activities
  7. Analytics - Performance metrics
  8. Automations - Workflow builder
  9. AI Coach - Sales coaching assistant
  10. Top Bar

  11. Search Credits - Remaining AI searches
  12. Trial/Plan Status - Your subscription info
  13. Settings - Account configuration
  14. Key Metrics

    The main dashboard shows:

  15. Total leads and new this week
  16. Active deals and pipeline value
  17. Upcoming activities
  18. Recent lead activity
  19. Quick Actions

  20. Use keyboard shortcuts for faster navigation
  21. Click the + button for quick lead/deal creation
  22. Access settings from your profile menu
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