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Home and Dashboard

Source

Signing in takes you to All Customs — every custom you have built, most recently updated first. That is your home base, and most days it is the only page you need.

Two others do jobs the grid does not: Home for starting something new, and Dashboard for seeing how the whole workspace is doing.

Home is in the left rail. It asks “What will you create today?” and gives you the ways to answer it: a search box that finds your customs, templates and workspaces, and three shortcuts — New Custom, Templates and Outreach.

Below that it puts back what you had open. Continue working on lists your most recent customs, Templates for you suggests somewhere to start, and if you belong to more than one workspace, they are listed underneath.

Dashboard is not in the left rail. To open it, click the Custom One logo at the top of the rail.

Under five figures covering your whole workspace, it shows your six most recently updated customs under Recently updated, with View All for the rest.

Leads how many leads have come through, added up across all your customs
Time saved roughly how long recording all of those videos one at a time would have taken
Total completion rate how much of their result video leads watched
Insights collected how many answers you have gathered, across every custom
Last lead how long ago the most recent lead came through

On a new account all five read as a dash and the last one says No leads yet. They fill in on their own once your first custom is live and a lead comes through it.

The Leads figure is a count, not a link. The people behind it live inside each custom, in its Leads tab — see Leads.