Your dashboard
My Dashboard is your personal cockpit — a grid of widgets you arrange yourself, showing the numbers and lists that matter to your role.
Templates get you started
Pick a template from the menu at the top of the page and Atlas lays out a sensible starting set of widgets for that hat:
- Marketing — content and campaign-facing widgets.
- Sales — pipeline and account widgets front and centre.
- Exec — rocks, scorecard and company-wide health.
Wear more than one hat? Switch templates any time — it replaces the layout, and from there it's yours to rearrange. Nothing about your data changes, only what you're looking at.
Arrange it your way
- Drag a widget's header to reorder it.
- Pull a corner to resize a widget (small, medium, large, extra-large).
- Add widget opens the picker — pick from pipeline, rocks, scorecard, digests, analytics, spend, and more.
- Your layout is saved automatically, so it's exactly as you left it next time you sign in.
Ask about what you're looking at
Click Chat in the top-right to open a chat panel beside your dashboard. It's grounded in the same data your widgets render — rocks, scorecard, pipeline, tickets and the knowledge base — and every answer cites its sources. A few things people ask:
- "Which rocks are off track this quarter?"
- "What is in my sales pipeline?"
- "What should I focus on today?"
- "Summarise the scorecard for me."
This is the same assistant style used across Atlas — team knowledge in, cited answers out. If you want an assistant that only ever reads your own calendar and mail, that's a different, private surface — see My Assistant.