Dashboard and catalog

The Dashboard

The Dashboard is the first thing you see when you open Nest. It pulls together the numbers that matter from across your workspace.

It includes:

• Key Metrics – headline figures such as your contacts and pipeline value.
• Deal Pipeline by Stage – how many deals sit in each stage.
• Contact Segments – the size of your segments. See Segments.
• Contact Sentiment – how your contacts feel, based on the sentiment recorded on each one.
• Upcoming Appointments – bookings coming in from your Cue site. See Nest with Cue and Tron.

Choose what you see

1. Select Customize Widgets.
2. Switch on the widgets you want and switch off the ones you don’t.

Note The Dashboard’s Pipeline Value adds all your deals together without splitting them by currency. If your deals are in more than one currency, check the per-currency totals on the Pipeline page instead. See Deals and the pipeline.

The Catalog

The Catalog, titled Products & Services, is a list of what you sell. Once an item is in the Catalog, you can attach it to a deal using the Product / Service field.

Open Catalog in the sidebar, or go to https://nest.oroe.ai/catalog.

Add an item

1. Select Add Item.
2. Enter a Name.
3. Pick a Category: Product, Service, Subscription, Addon or Bundle.
4. Optionally add a SKU (your own product code) and a Description.
5. Enter the Price, choose the Currency, and set the Unit, for example “per hour” or “per month”.
6. Leave Active switched on so the item can be picked on deals.
7. Save the item.

Tip Switch Active off for things you no longer sell. They stay on your old deals but won’t clutter the list when you add new ones.