Navigating the dashboard
A tour of the sidebar, the health score, and the key metrics on your home screen.
The dashboard is your home base. Its home screen answers one question up front — Is your CRM clean? — and the sidebar takes you everywhere else.
The sidebar
Navigation is grouped by what you're trying to do:
- Overview — Dashboard, Data Quality
- Review — Duplicates, Clusters
- Automation — Monitoring, Scan History
- History — Merge History, Notifications
- System — Settings
At the bottom of the sidebar, a monitoring heartbeat pill shows whether real-time detection is active, degraded, or off. See Live monitoring for what that means.
The top bar
The header holds your workspace selector (switch between workspaces here), your role badge, a global search for records and duplicates, the theme toggle, and the notifications bell. Your user menu links to your profile, settings, and log out.
The home screen
- Overall health — a 0–100 score summarizing how clean the workspace is, colored green, amber, or red.
- Key metrics — Total Duplicates, Pending Review, Records Merged, and Success Rate, each with a short caption.
- Alerts — banners that surface anything needing attention, linking straight to the affected duplicates.
- Workspace status and recent activity round out the page.
Two buttons sit at the top: Sync now (refresh data from Attio) and New scan (open the scan dialog).
Data Quality
The Data Quality page (under Overview) breaks health down over a period you choose — today, 7 days, 30 days, this month, and more — with completeness metrics, a duplicate-status breakdown, merge stats, and a confidence distribution.