One Dashboard That Tells You What Needs You

The Specloop dashboard is the first page you see when you sign in to run your client work. It answers two questions: what is waiting on me right now, and how is the business doing. Until release 1.303 those answers lived on two pages, the dashboard and Overview, and they repeated each other. They are now one page that uses the whole width of the screen.

This guide is for the people on a team who sell and deliver through Specloop. If you're a client of ours, your portal home is different and nothing changes for you.

Read the five tiles first

The strip across the top holds five tiles. Each one is a number, a line of context and a link to the page behind it:

1. Waiting on you: clients waiting for a reply in chat or for a sign-off. The line underneath splits it, for example "1 reply · 7 sign-offs".
2. Follow-ups: deals whose next step is due. The number turns red when any of them is overdue.
3. Open pipeline: the value of the real deals in play and how many there are, plus how many need attention.
4. Active projects: builds that are moving, with how many are past their target date and how many have gone quiet.
5. Site health: the average performance score across the client sites you look after, with the average GEO score and how many sites sit below 50.

Click any tile to open the page behind it. The Month, Quarter and 12 months switch at the top right changes every period number on the page at once.

Work through the Needs you queue

Under the tiles sits one card called Needs you. It replaces the five long lists the old dashboard stacked on top of each other.

To use it:

1. Pick a tab. Follow-ups, Waiting on reply, Sign-offs, Quiet 14d+ and Your tasks each show a count. The card opens on the first tab that has work in it.
2. Look for red. A red dot on a tab, and a red badge on a row, means it's overdue.
3. Open a row. Each row links to the deal, chat, deliverable, project or task it's about.
4. See the rest. The card shows the top seven items. The link at the bottom of the card opens the full list on its own page.

The rows come from the same places the old lists did. You work through them tab by tab instead of scrolling a long page to find the end.

Keep your desk beside it

To the right of the queue are your To-do list and Notepad:

• To-do: type in the box and press Enter. Just me shows your own list, Team shows the list your whole team shares.
• Notepad: "Only you see this." It saves as you type. It now stops at a sensible height and scrolls inside itself, so a long page of notes no longer pushes everything else down the screen.

Check the numbers at the bottom

Scroll down to How it's going. Four compact cards show the business against the period before.

• Pipeline: open deals by stage (Qualified, Proposal, Closing), what was won this period, and a link to the leads waiting on the Leads page.
• Delivery: active projects by stage (Intake, Build, Review), how many are past target and what shipped.
• Clients: active clients, new clients against the period before, and the median time to a first reply.
• Client sites: average performance and GEO scores, how many sites are below 50 and how many improved since the last weekly check.

Why leads aren't in the pipeline

Leads are people you haven't qualified yet, so they're worked on the Leads page. Before this release, a few hundred imported contacts could make the pipeline look far bigger than it was. The pipeline now counts real deals only and links to your leads as a separate count.

Why there's no revenue card

If you don't invoice through Specloop yet, a card full of zeros tells you nothing. Revenue shows as one quiet line, "No invoices yet · Revenue", until there are invoices. Then the full card appears.

On a phone

The tiles sit two to a row and everything else stacks into one column, with no sideways scrolling.

Tips

• Start with the red. Overdue follow-ups and old sign-offs are usually the quickest wins of the day.
• Use Quiet 14d+ weekly. A project nobody has touched for two weeks is often waiting on a decision nobody asked for.
• Counts stay right as you grow. The numbers read every row, up to 100,000, rather than stopping at the database's usual 1,000. More on how the platform fits together is on the platform page.