# Home page navigation

### Header

**Welcome Message** – Displays a personalized greeting with your name at the top left of the dashboard.

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### Primary Metric Tiles

Three summary cards at the top of the dashboard track your activity for the **current week**:

**Form Submissions** – Tracks how many leads have come in through your client intake form this week. Displays:

* Total number of form submissions received.
* Number of those submissions that qualified as leads.

**AI Conversations** – Tracks how many calls and text messages your AI agent has handled this week.

**Website** – Tracks the number of visitors to your connected website this week.

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### Appointments

Located on the left side of the dashboard, this section gives you a quick view of your upcoming scheduled meetings. Displays any appointments scheduled for the current week through your client intake form. If no appointments have been booked, a message will indicate that there is nothing scheduled for the week.

* **View client intake form** – Opens your client intake form so you can review or edit it.
* **View calendar** – Opens your full calendar to see all scheduled appointments.

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### My Monthly Sales

Located in the right side of the dashboard, this section tracks your sales performance for the **current month** across four key metrics:

* **Total revenue** – The total dollar value of all closed deals this month.
* **Deals closed** – The number of deals that have been marked as won this month.
* **Active deals** – The number of deals currently in progress in your pipeline.
* **New leads** – The number of new leads added to your pipeline this month.

**View deals** – A shortcut link in the top right of this section that takes you directly to your Deals pipeline.


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