Workspace Dashboard

My Workspace is your home screen — the page Revnator opens to after you sign in. It pulls the day's work and the AI's recommendations into one view so you know where to start.

The daily snapshot

A greeting header sits above a row of snapshot cards: tasks due today, emails, meetings today, and open deals. Each card is a quick count so you can size up the day at a glance.

Today's work

Below the snapshot, the dashboard lists today's tasks with inline checkboxes — tick one to complete it without leaving the page — alongside your recent emails and upcoming meetings.

AI on the dashboard

Two AI elements sit at the top of the workspace:

• The AI Briefing card — a short, written summary of what needs your attention today
• The AI Balance widget — your remaining AI credits, or a note that your own AI provider key is active

Onboarding checklist

If you skipped steps in the onboarding wizard, an onboarding checklist appears here showing what is left, with a progress bar. It disappears once every step is done.