Video 2: The Dashboard

What is the Kapta Dashboard?

The Kapta Dashboard serves as your "home base" while using the Kapta platform. It provides a centralized location to access key information and manage activities related to your accounts and contacts.

How to Access the Dashboard

Access the Kapta Dashboard by:

• Signing into your Kapta account
• Clicking "dashboard" on the left menu

Key Dashboard Features

Data Filtering

• By default, the dashboard displays data for all accounts
• Use the filter dropdown to view:
  • All accounts
  • Only your accounts
  • Accounts where you are an owner or contributor
• Important: Filters remain active until manually reset
• If data appears incorrect or incomplete, check your current filter settings

Dashboard Tabs

Home Tab

• Recent Accounts: Quick access to accounts you've been working on recently
• Recent Contacts: View contacts with communication dates/times
• Calendar: Displays upcoming events (tasks, actions, QBRs)
• Tasks Section: Lists assigned tasks with sorting and filtering options
• My Actions: View and manage your action items

Accounts Tab

• Accounts Engagement: Chart tracking account notes by value and health score
• Accounts: Displays accounts with most/least recent activity and health scores
• Metrics: Shows top four metrics across filtered accounts with targets
• Opportunities: Summarizes potential earnings at each sales pipeline stage

Overview Tab (Administrators Only)

• System-wide data on Kapta users
• Sort users by name, number of accounts, activity, or contract value
• View user metrics related to account health, contracts, opportunities, and more

Right Side Panel Features

Kapta Coaching

• AI-generated suggestions for improving account health
• Expand suggestions to see recommended actions and links
• Suggestions can be dismissed if not relevant

Portfolio Activity

• Lists recent activities across accounts included in your current filter
• Each activity links directly to its relevant location within the corresponding account

Quick Actions

Task Management

• Add quick tasks directly from the Tasks section
• Each task has an edit icon for quick updates
• Mark tasks as complete from the dashboard

Action Management

• Add action tasks from the My Actions section
• Use the edit icon for quick updates
• Click an action to access more comprehensive editing options