Purpose
The dashboard is the daily starting point in XDEYE System. It gives staff a quick view of what needs attention before moving into detailed records.
What to review first
- Open leads that need contact or assignment.
- Tasks, reminders, and scheduled follow-ups.
- Tickets, project activity, and account updates.
- Sales and billing items that are waiting for action.
Best use
Use the dashboard to decide priorities, then move into the actual record and complete the work there. The dashboard should guide action, not replace proper record updates.