One product, role-aware dashboards
Reps, clinical specialists, FSTs, managers, directors, executives, and administrators do not need the same starting point. Each signed-in experience scopes cases, KPIs, filters, and actions to the user's role and company permissions.
Rep dashboard
Role-scoped cases, quota progress, upcoming work, filters, and the case actions available to the signed-in rep.
CS dashboard
OR coverage schedule, procedure-data capture queue, and open hand-offs front and center — the clinical specialist view keeps documentation tidy without interrupting the OR day.
FST dashboard
Full pipeline visibility for your whole team — per-rep quota summaries for the quarter and year with days remaining, pipeline tabs (pre-auth / scheduled / completed / cancelled), funnel metrics, calendar view, and rep hand-offs, all on one screen.
Regional manager view
Full-team attainment, three forecast scenarios, funnel analytics, and the underperformer who needs coaching this week.
Executive dashboard
Company-wide pipeline, win rate, quota attainment by region, and a Forecast tab with a single number for the quarter. No drill-down required.
Assign roles on invite
Admins assign roles when inviting users — or update them later from the user admin page. Role changes take effect on next sign-in.
Sign in
Each user lands immediately on the dashboard built for their role — no configuration, no widget picker, no blank screen.
Drill where you need to
Every KPI and sparkline links into the underlying list, drawer, or filter. The summary is the starting point, not the ceiling.