The Overview page

Run more than one business? An Overview link appears at the top of your sidebar: every business you own on one screen, with revenue this month and year (from each business’s deal history), new and all-time unique leads, open pipeline value, and upcoming bookings, plus grand totals across the whole portfolio. Click any row to jump straight into that business’s dashboard.

Businesses live in separate workspaces, so each keeps its own leads, branding, forms, pipelines, and money; the Overview page is where they add up.