Dashboard
PTO Balance
days remaining
Pending Requests
awaiting approval
🏆 Top Performers This Week
Team members who hit the most targets
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Performance Metrics
Company Goals
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Company goals will appear here once they are set up in Manage Metrics.
Team Metrics
📊 No team metrics available yet.
Team metrics will be aggregated from individual user data.
Your Individual Metrics
📊 No personal metrics available yet.
Your personal metrics will appear here once data is synced from connected sources.
Financial Metrics
📊 No financial data available yet.
Financial metrics will be pulled from Stripe and other connected sources.
Manage Metrics
Add, edit, or archive metrics for your organization
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Manually enter values for metrics that require manual input
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Define and manage roles for your organization
| Role Name | Description | Users | Permissions | Actions |
|---|
System Roles
These are the built-in roles that define access levels in the system:
- Admin - Full system access, can manage users, metrics, and settings
- Manager - Can view team metrics and approve time-off requests
- HR - Can manage HR-related functions and view employee data
- Contractor - Limited access to assigned metrics only
Control which users can see specific metric categories
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HR Hub
PTO Balance
Current Balance: -- days
Time Off Requests
Company Playbook
Access SOPs, playbooks, and company resources in our Notion workspace
Company Knowledge Base
Everything you need to know about our processes, procedures, and best practices
Open Company Playbook →Opens in a new tab • Full access to all resources