The dashboard is organized around four jobs: see the state of the agency, advance specific records, look up history, and keep things configured. Every page belongs to one of those jobs.
See the state of the agency
Dashboard (home): KPIs at the top, kanban below, today's interviews and tasks at the bottom. Open this every morning.
Reports: longer-window data; conversion funnels, MRR trend, time-in-stage, win/loss. Open this once a week.
Activity: a chronological log of every action across the system. Open this when you need to ask 'what happened with this family last Tuesday?'
Advance specific records
Clients: the full list of families. Click a row to open the detail panel; the Next Best Action button there tells you what to do.
Candidates: the full list of candidates. Same pattern: click, see the next action.
Jobs / Positions: open roles waiting on a candidate. Useful when prioritizing the search.
Calendar: every Google Meet and interview the system knows about.
Tasks: free-form to-dos that are not stage advances. Use these for things like 'call the Bennett family back about pricing'.
Look up history
Emails: every templated email the system has sent.
Payments: every Stripe invoice + status.
Templates: the 11 email templates and the 2 contract Doc templates.
Keep things configured
Team: who can access the dashboard. Add operators here.
Settings: integrations, fees, the nurture sequence toggle, deployment info.
Help Center: the page you are on right now.
Changelog: every feature ever shipped, in order.