Your portfolio at a glance
Where portfolio-level analytics live — the Pulse tab on Today, plus report dashboards.
Portfolio analytics
There are two places to see the whole book at a glance.
Today → Pulse
The fastest view is the Pulse tab on Today (the sidebar's top item) — your portfolio overview of momentum, health distribution, and risk, scoped to your permissions (you see your book; a manager sees their team's). The My Focus tab adds Portfolio Momentum and Churn Watch panels.
Report dashboards
For a custom arrangement, open Reports → Dashboards and build a dashboard from report widgets — the charts and tables that matter to you, laid out together. You can schedule a dashboard to email itself to stakeholders on a cadence.
Tip
Use Pulse for your daily glance and a report dashboard for a recurring stakeholder view. Both respect your reporting scope.
Related: *Today: your AI-prioritized home* · *Reports builder: sources, filters & charts*