What You’ll See on the Dashboard
At the top of the dashboard, you will see a welcome message, the name of your workspace, and a selected time period such as Last 30 days.
Below that, the dashboard shows a row of quick summary cards. These cards help you understand recent activity at a glance.
You may see cards such as:
Estimate Follow-Ups Sent
Shows how many follow-up messages were sent after estimates.
Missed Calls Recovered
Shows how many missed call opportunities were captured or followed up with.
Website Leads Booked
Shows how many website leads became booked opportunities.
Local Proofs Published
Shows how many proof items were published.
Calls Answered
Shows how many calls were answered during the selected time period.
Each card includes a number, a percentage change, and a small trend line. This makes it easy to see whether activity is increasing, decreasing, or staying steady.
App Shortcuts on the Dashboard
The Build & Deploy Apps section gives you quick access to the apps connected to your workspace.
Each app card shows the app name, a short description, current status, and an action button. This section is meant to help you quickly open an app or see which tools are live, paused, or available in your workspace.
You can scroll through the app cards or select View All Apps to go to the Apps area from the menu.
Performance Overview
The Performance Overview chart shows how your leads and projects are moving over time.
This section may show activity such as:
New Leads
New opportunities that came into your workspace.
Qualified Leads
Leads that moved forward as stronger opportunities.
Won Projects
Jobs or opportunities marked as won.
Use this chart for a quick visual look at business activity. It can help you spot busy days, slow periods, or changes in lead flow.
Revenue Overview
The Revenue Overview section shows total revenue for the selected time period.
It also shows whether revenue is up or down compared to the previous period. The bar chart gives you a simple visual of when revenue came in.
This section is helpful when you want a quick read on recent revenue performance without digging into individual records.
Workspace Guide
The Workspace Guide provides helpful recommendations based on your workspace activity.
It may point out something that needs review, such as a quiet app, a recommended connection, or an area that could improve dashboard accuracy.
Each card includes a short explanation and a button or link to review the suggested item.
Using the Menu
The menu on the left side of the dashboard is how you move between the main workspace areas.
The current page is highlighted so you always know where you are.
Under Command, you may see:
Overview
Returns you to the main dashboard overview.
Contacts
Opens your customer and contact records.
Leads
Opens your lead records and lead activity.
Communications
Opens customer message areas, such as texts and emails when available.
Under Apps and Data, you may see:
Apps
Opens the Apps area, where you can view the apps connected to your workspace.
Connectors
Opens the area for connected data sources.
Under Account, you may see:
Settings
Opens workspace settings and account-related options available to your user role.
On smaller screens, tap the menu icon in the top-left corner to open the navigation menu. Select any menu item to move to that section.
Using the Top Bar
The top bar stays available while you are on the dashboard.
It includes the Search anything bar, plus quick access to items such as billing, notifications, your profile, and admin tools if your account has admin access.
The search bar is the fastest way to find something without clicking through the menu.
Search Anything
The Search anything bar lets you quickly find important items inside your current workspace.
You can click into the search bar at the top of the dashboard, or use the keyboard shortcut:
Ctrl + K on Windows
Command + K on Mac
Start typing at least two letters or numbers, and results will appear automatically.
You can search for things like:
Customer names
Lead names
Email addresses
Phone numbers
Street addresses
App names
Message subjects
Recent message previews
Deployment names
Search results are grouped by type so they are easy to understand.
You may see result labels such as:
Customer
A matching customer or contact record.
Lead
A matching lead or opportunity.
App
A matching TradeVulcan app.
Deployment
A matching app setup or workspace item.
Address
A result that matched an address.
Phone
A result that matched a phone number.
Message
A matching text or email conversation.
Click any result to open it.
You can also use your keyboard. Press the up and down arrow keys to move through the results, then press Enter to open the selected result. Press Escape to close search.
Search only looks inside the workspace you are currently using, so the results are specific to that workspace.
Quick Tips
Use Overview when you want a quick snapshot of recent workspace activity.
Use the left menu when you want to move between dashboard sections.
Use Search anything when you already know the customer, lead, app, message, phone number, or address you are looking for.
Use the Workspace Guide when you want a helpful suggestion on what to review next.