Propel Dashboard Overview #
When users log into Propel, they automatically land on the Dashboard.
The Dashboard acts as the central hub for:
- visibility
- accountability
- upcoming work
- meetings
- and company performance.
The tabs and information visible on the Dashboard depend on:
- the user’s role
- and the permissions assigned by the Company Admin.
Dashboard Visibility and Permissions #
Every user sees:
- My Dashboard
Additional tabs may appear depending on permissions:
- Company Dashboard
- Health
- Value
Company Admins typically have access to:
- all dashboard tabs
- all company-wide visibility
- and broader reporting functionality.
Company Users only see:
- the sections and information they’ve been granted access to.
My Dashboard #
My Dashboard is the default landing page for all users.
This dashboard provides an overview of:
- upcoming work
- overdue responsibilities
- meetings
- and key execution items.
Upcoming Meetings #
At the top of the dashboard, users can see:
- their next upcoming meetings.
Typically, the next three meetings are displayed.
This helps users quickly prepare for:
- accountability conversations
- planning sessions
- and recurring meeting cadences.
Roadmap Items #
The dashboard also highlights:
- roadmap items assigned to the user.
Overdue roadmap items are prioritized first to increase visibility and accountability.
Users can:
- quickly review pending work
- and navigate directly to all roadmap items.
Tasks #
Tasks associated with roadmap items and collaboration activity also appear on the dashboard.
This gives users:
- a centralized view of action items
- operational responsibilities
- and short-term execution priorities.
A link to view all tasks is also available.
Pinned Scorecards #
At the bottom of the dashboard, users can pin scorecards for quick visibility.
This allows individuals to:
- monitor KPIs
- review goals
- and track important metrics directly from the dashboard.
Company Dashboard #
Users with permission to access the Company Dashboard will see:
- company revenue graphs
- profit graphs
- and the Company Goals Scorecard.
This provides broader organizational visibility into:
- business performance
- company goals
- and financial progress.
Health Tab #
Users with access to Health and Value information can view the Health tab.
This section displays:
- the company’s current health score
- health score updates
- and progress made across operational health areas.
Health scores are typically tied to:
- operational maturity
- systems
- leadership
- accountability
- and business infrastructure improvements.
Value Tab #
The Value tab provides visibility into:
- estimated enterprise value
- long-term value goals
- growth projections
- and value planning.
This section connects:
- revenue growth
- profit improvement
- and operational health
…to long-term enterprise value creation.
Access to this information is controlled through user permissions.
Why the Dashboard Matters #
The Propel Dashboard is designed to keep users focused on:
- priorities
- accountability
- execution
- and business performance.
By combining:
- meetings
- roadmap items
- tasks
- scorecards
- health metrics
- and value planning
…Propel creates a centralized operational hub that helps organizations stay aligned and execute consistently.