> ## Documentation Index
> Fetch the complete documentation index at: https://flow9.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Tour the dashboard

> A quick orientation to the Funnel navigation and where everything lives.

<Frame>
  <img src="https://mintcdn.com/flow9/2OZLtnDKB0vo9LiP/images/guide/dashboard.png?fit=max&auto=format&n=2OZLtnDKB0vo9LiP&q=85&s=98908af11677ae85b0ec156fe26bf183" alt="The Flow9 Funnel dashboard" width="3024" height="1900" data-path="images/guide/dashboard.png" />
</Frame>

When you sign in, you land on the **Dashboard** — your workspace's analytics overview. The sidebar is organized around how you work:

| Section                                  | What's there                                          |
| ---------------------------------------- | ----------------------------------------------------- |
| **Dashboard**                            | Key metrics for your pipeline and team                |
| **Leads / Deals / Customers / Accounts** | Your core CRM records                                 |
| **Tasks**                                | Your to-dos and follow-ups, including recurring tasks |
| **AI Campaigns**                         | Outbound voice, SMS, and email campaigns              |
| **Inbox**                                | Unified email and message threads                     |
| **Reports**                              | Custom report builder                                 |
| **Settings**                             | Workspace configuration (admins)                      |

At the bottom of the sidebar, your avatar shows a progress ring while onboarding is incomplete, and the avatar menu carries a **Complete onboarding (n%)** shortcut. See [Set up your workspace](/guide/onboarding).

<Note>
  What you see depends on your role and your company's plan — for example, **Workforce** and **Fax** appear only when enabled for your workspace, and Settings is visible to admins.
</Note>

At the bottom of the sidebar, your avatar shows a progress ring while onboarding is incomplete, and the avatar menu carries a **Complete onboarding (n%)** shortcut. See [Set up your workspace](/guide/onboarding).

<Note>
  What you see depends on your role and your company's plan — for example, **Workforce** and **Fax** appear only when enabled for your workspace, and Settings is visible to admins.
</Note>