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.

Book a demo How it works

No per-seat enterprise pricing.

CloudTeams dashboard with revenue health, forecast against goal and suggested actions by team — Revenue health and team insights. Fictional sample data.

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 25, 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.

Home priorities and team progress with fictional projects, timesheet approvals and workload — Home priorities and team progress. Fictional sample data.

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.
Max Intelligence: an optional AI revenue and spend report, with a PDF.

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
Start on Home
See your priorities and what is falling behind.
2
Check the Dashboards
Compare the forecast with your goal, and read the insight for each team.
3
Act on the next step
Every insight ends in an action you can take.

Keep exploring

More from CloudTeams.

DeliverProjects, time and billingLearn more Ask CloudTeamsChat with your business dataLearn more Support 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. Max Intelligence is the AI revenue and spend report, with a PDF, and it uses your own Anthropic or OpenAI key.

Is there a budget view?

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

See it on your own data.

Book a time and we will show you Home and Dashboards on your own kind of work.

Choose a demo time