Home
What it is for
Home is the workspace's front page: it sums up how sales are going and points out what to deal with today (hot quotes, stalled leads, open tickets). Each block takes you to the module where you resolve it.
How to get there
Sidebar → Home · app.growtek.io/en/home
The screen in detail
- Greeting and the period selector: 7D, 30D (default), 90D or Custom.
- Key metrics, each compared with the previous period:
- Value in play: open opportunities in the pipeline.
- New leads.
- Revenue won.
- Close rate: accepted over decided.
- Quotes sent.
- Sales cycle: average days to close.
- For today (What's worth moving now): hot quotes, quotes expiring this week, leads with more than 7 days in their stage, unassigned leads, calls scheduled in the next 48 h and open tickets. If there is nothing: Nothing urgent right now.
- Sales funnel: leads and value per stage. Click to go to the pipeline.
- Quotes per day (accepted, pending and rejected) and Sales won per week.
- Team: ranking by revenue won and close rate in the period.
- Operations: open conversations and tickets, AI spend 30 days and number of users.
Which figures you see
You only see the blocks for active modules you have read permission for
(quotes, sales pipeline, prospecting, conversations,
tickets, billing). Without the home.viewAll permission, the figures are limited to
your own activity and the Team ranking does not appear.
What you can do
- Change the period to compare.
- Click an item in For today (Open, Open lead, See all) to go straight to resolving it.
- Click a funnel stage to open the sales pipeline.
Required permissions
| Action | Permission |
|---|---|
| View Home | home.read |
| View the figures for the whole workspace and the ranking | home.viewAll |