Read your Business Overview KPIs

Today starts with the work that needs attention and a drillable daily-number strip. Business Overview sits just below the operational feed and lets you compare revenue, jobs, outstanding balance, and more across time periods.

Where: Today tab (the default screen) -> Business Overview

1. Sign in and stay on the Today tab, which is the left-most item in the sidebar.
2. Start with Needs Your Attention. Its tracked dollar exposure is the sum of the explicit A/R, unbilled-work, unsold-work, and renewal-MRR amounts attached to the currently confirmed signals; it never estimates a value for a signal that did not return one.
3. Open a Command Center row with its action button, or focus the row and use Enter. Up and Down Arrow move between visible rows.
4. Then use the daily-number strip to open dispatch, revenue, chemical cost, profit, or outstanding invoices.
5. Continue to Business Overview for the longer-period KPI tiles.
6. Use the period toggle on the right of that panel's title to switch between All, Month, Quarter, and YTD.
7. Every tile updates to that period, so pick Month to see this month or YTD for the year so far.
8. Scroll down the Today tab to see Ask WaterMark AI, where you can type a plain-English question about your numbers.