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Audience: Customer
Module: Getting Started
Time to read: 3 minutes
Applies to: All plans
Quick answer
The dashboard gives you a high-level view of your business, while modules allow you to manage specific areas like strategy, sales, projects, and finance.
How navigation works
- Dashboard: Overview of performance, tasks, and alerts
- Main menu: Access to each module
- Module pages: Detailed views for planning, tracking, and execution
What to expect
Each module follows a similar structure:
- Overview
- Core actions
- Reports or summaries
This consistency makes it easier to move between modules without re-learning the interface.
Common mistakes
- Looking for everything on the dashboard
- Ignoring alerts and notifications
Related articles
- What should I do after my first login?
- How do I invite team members and manage access?