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The home page is the first thing you see, so it should reflect the program you actually run. Choosing the deal pipeline for the program overview and a date range tailors the widgets, like top revenue partners and closed-won deals, to the numbers you care about.

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What you’ll build

A home page program overview tuned to your pipeline and timeframe.

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Before you start

1

Confirm reporting is on your plan

Reporting is a plan feature, and plans cap how many saved reports and dashboards you get. If you hit the cap or see an upgrade prompt, check what your plan includes at introw.io/pricing.
2

Confirm CRM connection

Revenue and pipeline widgets need a connected CRM.

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Watch it

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Steps

1

Open Home

Go to Home.
Open Home
2

Pick the pipeline

In the program overview, select the deal pipeline to base metrics on.
Choose the pipeline the overview metrics are based on; the choice sticks for next time.
3

Set the date range

Choose the date range for the overview.
Set the date range the overview reports over: it persists as your default view.

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Verify it worked

The program overview reflects the selected pipeline, and your pipeline choice persists next time.

Build a dashboard

Create deeper custom views.

Read a partner's analytics

Drill into one partner.

Implementation reference

Full configuration options.