AB Sales gives you two overview screens: a personal My Pipeline that spans every workspace you're in, and a per-workspace Dashboard focused on one pipeline.
My Pipeline
The Home tab of the personal app — your cockpit across all your workspaces. A This Week / This Month / All switch sits at the top and applies to everything below it.
- A greeting with AI pipeline advice for the day.
- Four tiles about your own work: My Leads, My Opportunities, Pipeline Value and Activities Due — what is assigned to you, across every workspace.
- Action Items — your planned activities across all workspaces, bucketed into Overdue, Today, Tomorrow, This Week and Later. Each row links into the record.
- AI Activity — the other half of the page, and the one people miss. It is a feed of what automation did for you while you were away: emails sent, sends that failed and need attention, contacts found, websites found. See Agents for what produces it.
- Your assigned leads and open opportunities in full, beneath the two bands.
Workspace Dashboard
The first tab inside a workspace — focused on that one pipeline, with its own Today / Week / Month / Quarter / Year period switch.
- Four tiles counting what the workspace holds: Leads, Contacts, Opportunities and Customers.
- Lead Pipeline — your leads broken down by status, with open pipeline against won revenue.
- Revenue trend, plus pipeline and won-this-period totals.
- Closing — opportunities due to close in the period.
- Planned Activities and Unmatched Emails — inbound mail that couldn't be tied to a record.
Two different kinds of count, in two different places. The Dashboard's four tiles are record totals — how many leads, contacts, opportunities and customers exist in the workspace. The funnel counts are something else: how many leads have reached the Lead, Contact and Opportunity stage, and those live as badges on the workspace's own navigation, beside each tab name. A single lead stays one row in the Leads tile however far it has travelled, so the two sets of numbers are not meant to reconcile. See the funnel for the difference.
Which one do I want? Use My Pipeline to start your day across everything you own — what you owe people on the left, what automation did on the right. Open a Workspace Dashboard when you're heads-down on one team's or one project's pipeline and want the numbers for it alone.
Revenue charts plot a single currency. If a workspace holds deals in more than one, the chart says so and names the amount it left out — the totals above it still include everything.