Business overview
How the company is doing from its own records, for a period and a department you choose, with the records behind every number.
Last updated Nov 1, 2026
What it is
Business reads your commitments, meetings, customers and CRM deals and shows how the company is doing: Overview, Customer delivery, Execution, Team, Sales and deals, Growth opportunities and Trends. Every number opens the records it was counted from.
What it's for
You see where delivery slips, which customers need attention and how each department keeps its commitments, without building a report.
How to use it
- Open Business and pick a tab.
- Choose the period: the last 7, 30 or 90 days, this month, last month, this quarter, or Custom to pick a start and an end date.
- Choose a department in All departments to see only that department's commitments, delivery, execution and team. Choose All departments to go back.
- Click any number to see the records behind it.
Tips
- Compare one department with the whole company by switching the department filter; the period stays as it is.
- The page's address keeps the tab, period and department, so you can bookmark or share a view with someone who may see it.
Good to know
- Owners and admins see the whole company and can choose any department. Department managers see the departments they manage, and can choose between them when they manage more than one.
- CRM deals and growth opportunities are not recorded against a department, so they stay the whole company's when a department is chosen. The page says so.
- The written AI analysis and What keeps happening cover everything you can see, so they show only with All departments. Reading figures never uses credits.