Where you stand, and what needs you

Where you stand is the lower panel on the right of Home. It answers two questions without you going to look: where you stand against your number, and what is asking for you right now.

That pairing is the point. A traditional CRM makes you go find both — open a dashboard for the number, open a list for the work. Here they arrive together, in one column, and they arrive because something happened, not because you went looking.

The number, on top

A band pinned to the top of the panel: what has been collected this period against your target — money that actually arrived, not deals marked won — with a pace bar showing how far through the period you are. If you are ahead, the bar says so at a glance; if you are behind, it says that too.

Click the band to open the Revenue breakdown: the team's target and how much of it people have claimed, every payment behind the collected number, and the pipeline still in play against the gap that is left. Those are reference numbers you check now and then, so they live one click away rather than taking up the daily read.

If nobody has set a target for the period yet, the band says so and points at who can set it.

The queue, below it

One list, no sub-sections, newest first. Two kinds of rows arrive in it:

Suggestions — Dopia has read a deal and has a move ready. Each row says what it proposes, and opening it says why it is in front of you. When the move is an email, the email is already written: Review & send opens it, and anything the draft could not verify is left out of the letter and listed for you to confirm first. Other moves offer Have AI do it, which hands the work to your assistant; rows marked Your move are the ones only you can make. Dismiss the ones you do not want.

Some suggestions come from Stripe rather than from a conversation: a welcome when someone new pays, and a goodbye when someone cancels.

Approvals — rows starting Approval required: a change an agent wanted to make that would overwrite values already in your CRM, held for you to decide. Open the row and approve or reject it there; an approval is never handed back to the assistant, and it cannot be dismissed without a decision. If there stops being anything to decide first — the record is deleted, or a later run holds the same change — the row leaves on its own, and the run log says why.

Notifications — things worth knowing, written by your assistant as it works:

• something it noticed in an email, meeting or recording, with a link to the record it filed it against
• a to-do it is holding for you
• a deal it is unsure about, asking which record a signal belongs to
• a report after a sync finishes, saying what arrived

When the queue is empty and Dopia has finished reading your mail, a Find prospects card takes its place. Its button puts the request in the box on Home, with your website filled in, and waits for you to send it; a short list of companies that look like your buyers comes back in a few minutes. Not now hides the card for good, and so does running Find prospects once.

The footer at the bottom opens the full history — the queue caps what it shows, not what exists.

How to use it

Read it once in the morning and once before you stop. Rows do not expire into nothing: dismissing a suggestion or archiving a notification is a decision, and the history keeps both.

The badge on Home in the sidebar counts what is unread here, so you do not have to keep the tab open to know something arrived.