The sales cockpit, goals and per-loan money

Shipped

November 1, 2026 at 3:14 AM UTC

Author

Kamo

Commit

09bd7c2

Six home panes on the existing launchpad: my call list, follow-ups due, no next action, going quiet, my pipeline and my targets. They take the Leads Needing Action rights, stay off until an organization turns on the cockpit, and each also needs the right governing its work, so the cockpit follows a role. Settings gains Goals & Cockpit and Loan Revenue & Cost, and a loan gains a Revenue & Cost section that shows its deal and account rollups.