Power-View

Power-View gives you a 360-degree dashboard-style overview of your data. It replaces the traditional tabbed interface with a flexible tile-based layout so you can see and interact with everything at a glance. It's available for contacts, organizations, and projects.

Switch to Power-View

In the classic view for contacts, organizations, or projects, click the 'Power-View' button. The interface switches from the tabbed layout to the tile-based dashboard.

Understand Tiles

Each tile represents a data tab from the classic view — notes, activities, documents, and more. Tiles render in portrait mode, inspired by the mobile app's portrait views, with adjustments for desktop use.

Each tile supports four key behaviours:

  • Selectable — choose which tiles to display.
  • Resizable — adjust each tile's size to prioritise the information that matters most.
  • Configurable — rearrange tiles to match your workflow.
  • Persistent — save your arrangement as a personal Power-View configuration.

Save Your Configuration

Save your current layout to keep it across sessions. You can save separate configurations for contacts, organizations, and projects, so each context — sales, support, management — gets its own tailored dashboard.

Put Power-View to Work

Power-View suits a range of workflows:

  • Sales — quickly access contact history, recent activities, and deal status.
  • Project management — monitor milestones, team members, and documents in one view.
  • Customer support — view tickets, communication logs, and account details at a glance.

Start with the default layout and customise gradually. Resize tiles to surface critical data. Use the dashboard to cut down on tab-switching.