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

  10. Search Credits - Remaining AI searches
  11. Trial/Plan Status - Your subscription info
  12. Settings - Account configuration

    13. Key Metrics

    The main dashboard shows:

  13. Total leads and new this week
  14. Active deals and pipeline value
  15. Upcoming activities
  16. Recent lead activity

    17. Quick Actions

  17. Use keyboard shortcuts for faster navigation
  18. Click the + button for quick lead/deal creation
  19. Access settings from your profile menu

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