> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pulseintelpro.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Your Dashboard

> Your daily command center with AI-generated tasks, performance tracking, and insights

The Dashboard is the first thing you see when you open PULSEIntel Pro. Think of it as your daily game plan — an AI-generated action list that tells you exactly what to focus on today to move your business forward.

## Your Daily Brief

At the top of the Dashboard, you'll see a summary card with your key numbers:

* **Your Intelligence Score** — Your overall PGIC performance score
* **Tasks completed today** — How many items you've knocked out
* **Goal progress** — A quick look at how you're tracking toward your production targets
* **Your streak** — How many consecutive days you've completed your tasks

## Your Task List

Every day, PULSEIntel Pro generates a personalized action plan based on your goals, pipeline, and past activity. You'll also see follow-up tasks from your CRM and any tasks you've created manually.

### How Tasks Are Organized

Your tasks are grouped by importance:

1. **Priority Tasks** — The most impactful items for today. Start here.
2. **Secondary Tasks** — Important but less urgent activities
3. **Completed Tasks** — Everything you've finished today

### Filtering Your Tasks

Use the filter buttons at the top to focus on what matters:

* **All** — See everything on your plate
* **Completed** — Review what you've accomplished
* **High Priority** — Focus on the most important items only
* **In Progress** — See tasks you've started but not finished

You can also use the **search bar** to find a specific task by name.

### What You Can Do with Each Task

| Action       | What It Does                                                              |
| ------------ | ------------------------------------------------------------------------- |
| **Complete** | Mark the task as done — you'll be asked to log the outcome (see below)    |
| **Snooze**   | Push the task to tomorrow if you can't get to it today                    |
| **Skip**     | Remove the task from your list. PULSEIntel Pro may suggest a replacement. |
| **Start**    | Mark the task as in progress so you can track what you're working on      |

### Logging Outcomes

When you complete a task, a quick form pops up asking:

* **How did it go?** — Rate the interaction on a 1-5 scale
* **Leads generated** — How many new leads came from this activity?
* **Appointments set** — Did you book any appointments?
* **Notes** — Anything you want to remember about this interaction

<Tip>
  Logging outcomes is one of the most valuable habits you can build. This data feeds directly into your Intelligence scores and goal tracking, giving you a clearer picture of what's working.
</Tip>

## Sidebar Panels

On the right side of your Dashboard (or accessible via the panel icon on mobile), you'll find helpful widgets:

### Insights Panel

A snapshot of today's performance:

* What percentage of your tasks you've completed
* Estimated productive time invested
* Progress toward your current goal deadlines

### Top Contacts

The contacts in your CRM who need your attention most, ranked by factors like:

* How long it's been since you last reached out
* Where they are in your pipeline
* Their deal value

### Relationship Maintenance

Contacts who haven't heard from you in a while. These are the people who might slip through the cracks without a quick check-in call or message.

### AI Coach

Personalized coaching tips based on your activity patterns and Intelligence scores. The AI Coach might suggest adjusting your daily approach or highlighting trends in your performance.

## Tips for Getting the Most from Your Dashboard

* **Check it every morning** — Make it the first thing you open. Your AI-generated plan is designed to prioritize what matters most today.
* **Complete tasks in order** — Priority tasks are ranked by impact. Working top-down ensures you're always focusing on what moves the needle.
* **Always log outcomes** — Even a quick note helps. The more data PULSEIntel Pro has, the smarter your future action plans become.
* **Don't ignore the sidebar** — The Top Contacts and Relationship Maintenance widgets catch things your task list might miss.