CloudTeams › Features › Home and Dashboards

Home and Dashboards

See the whole business, and what to do about it.

Home shows what needs you today. Dashboards show revenue against your goal and give each team an insight with a next step.

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No per-seat enterprise pricing.

Home and Dashboards

  • My work and My team
  • Priorities and to-dos
  • What is falling behind
  • Team load against hours caps
  • Revenue health and goal
  • Forecast and where it comes from
  • Insights by team

In short

CloudTeams Home and Dashboards give leaders and teams a live view. Home shows each person's priorities, to-dos, what is falling behind and team load against hours caps, with My work and My team views. Dashboards show a revenue health score, the forecast against your goal for the quarter or year, where the forecast comes from, and an insight with a next best action for Sell, Staff, Deliver and Support. Financials and Budget views cover billing, cost, tax and cash.

HomePriorities, to-dos, falling behind, team load
DashboardsRevenue health, forecast against goal, insights
FinancialsBilling, cost, margin, budget, tax and cash

Works with Deliver, Ask CloudTeams, Support tickets. Last updated October 2, 2026.

The problem

What gets in the way today.

Reports are rebuilt every week

Someone assembles the same numbers again before every meeting.

Nobody knows what is slipping

Late tasks, quiet deals and over-cap hours hide in different tools.

Goals live in a slide

The target and the forecast are never in the same view.

What you get

A closer look at Home and Dashboards.

Home

What needs you today.

Open CloudTeams and see your priorities, not a menu.

  • My work and My team views.
  • Priorities across deals, projects, tickets and to-dos, with overdue items first.
  • What is falling behind, such as late tasks and tickets past their response time.
  • Team load this week, with hours against each person's cap.

On Home

  • Priorities
  • To-dos
  • Falling behind
  • Team load against caps
  • Team progress
Dashboards

Revenue against your goal.

Set a revenue goal for the year or quarter, and see how the forecast compares.

  • A revenue health score and a plain-English reading.
  • Closed won, forecast, gap to goal and pipeline coverage.
  • Where the forecast comes from, by stage.
  • Intelligence by team: an insight and the next best action for Sell, Staff, Deliver and Support.

On Dashboards

  • Revenue health
  • Forecast against goal
  • Pipeline coverage
  • Forecast by stage
  • Insights by team
Financials

Know what you bill, what it costs and what you keep.

Money views built from the same approved hours as your invoices and payouts.

  • Financials: billing, cost and margin.
  • Admin Budget view: spend against budget, subscriptions, tax and cash, with rule-based findings.
  • Margin is always worked out the same way, so numbers agree across pages.

Money views

  • Financials
  • Budget against actual
  • Subscriptions
  • Tax set-aside
  • Cash and receivables

How it works

Three steps, no fuss.

  1. 1

    Start on Home

    See your priorities and what is falling behind.

  2. 2

    Check the Dashboards

    Compare the forecast with your goal, and read the insight for each team.

  3. 3

    Act on the next step

    Every insight ends in an action you can take.

Keep exploring

More from CloudTeams.

DeliverProjects, time and billingLearn moreAsk CloudTeamsChat with your business dataLearn moreSupport ticketsTickets tied to deal valueLearn more

FAQ

Questions, answered.

What is on the CloudTeams Home page?

Each person's priorities, to-dos, what is falling behind and team load against hours caps, with My work and My team views.

What do Dashboards show?

A revenue health score, the forecast against your goal for the quarter or year, where the forecast comes from, and an insight with a next step for each team.

Can I set revenue goals?

Yes. Goals are stored per year and quarter, and the forecast is compared with them.

Is the intelligence AI?

The insights on Home and Dashboards are rule-based and run inside CloudTeams. AI features are optional and separate.

Is there a budget view?

Yes. The Admin Budget view covers spend against budget, subscriptions, tax and cash.

See it on your own data.

Request early access and try Home and Dashboards with your own work.

No per-seat enterprise pricing.

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