Two Dashboards, One Landing Page: See What Needs Attention the Moment You Log In

The updated Welcome page brings together two views of your CRM data health right where you land after logging in: a Data Integrity Overview showing how well your records meet your standards, and a refreshed Health Assessment Overview highlighting duplicates, missing fields, and formatting issues. Instead of a generic landing page, you get a ranked, actionable list of what to fix first — no need to search through modules; the Welcome page indicates where to start.

Each card shows headline numbers alongside a short list of your worst-off templates, so you can go from logging in to fixing a problem in a single click.

For example, if your team recently implemented a new lead-routing standard, you'd typically need to open Data Integrity and manually review coverage to see whether it's gaining traction. Now, if that standard is drifting, it shows up right on your Welcome page, ranked against everything else that needs attention, with a link straight into the fix.

Learn more:

• Getting Started with Data Integrity
• Data Health Assessment