Navigating the Dashboard
The Booked55 dashboard is organized around a collapsible sidebar that gives you quick access to every section of the platform. This guide explains the layout and how to move around efficiently.
Sidebar navigation
The left sidebar is your primary navigation. It is grouped into seven sections:
| Section | Pages |
|---|---|
| AI | The AI assistant chat, when your workspace has it. |
| Overview | Daily Tasks, Scoreboard, Team Scoreboard (owners only). In a parent account, someone who manages its teams also has an entry here for a scoreboard across the teams they manage: Teams Scoreboard when they manage two or more teams, or Team Scoreboard when they manage exactly one and aren't an owner of the organization they're in. |
| Prospect Hub | Contacts, Companies, Events, Deals |
| Opportunities | Pipelines (dropdown listing each pipeline) |
| Outreach (your campaigns), Templates | |
| Admin | Booked55 staff tools. Only visible to Booked55 super users. |
| Workspace | Profile, Organization, Users, Logout — plus a separate Workspace Settings dropdown below them |
Click any section name to expand it. The sidebar can be collapsed to save screen space by clicking the collapse button at the top.
The Workspace Settings dropdown has its own two groups: the everyday settings, and an Advanced group holding Prompts, Alerts, Sales Tasks, Permissions, API Keys, Webhooks and Integrations.
Global user filter
At the top of the dashboard, you will find a global user filter (the avatar dropdown). This lets you filter data across the entire platform by a specific team member. When set, pages like Contacts, Pipelines, Daily Tasks, and Scoreboard will only show records created by or assigned to the selected user. See the full Global User Filter guide for details.
Organization switcher
Booked55 supports multi-tenancy — if you belong to multiple organizations, use the organization switcher in the sidebar header to move between workspaces. Each organization has its own contacts, pipelines, and settings. You can have different roles in each organization. Create organization at the bottom of the switcher starts a new one. If you own a parent account, a grid button just left of the switcher opens the Organizations page, where you create organizations and teams instead; Create organization is greyed out for you.
Quick-view panels
Throughout the app, clicking a contact, company, or event name in a table will open a right-side panel with a quick summary. This lets you review key details without leaving the current page.
Next steps
- Explore Contacts — the hub for all your prospect data.
- Set up Pipelines — visualize your sales process.
- Review the Glossary for key terms.
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