Your dashboard is a personalized landing page meant to help you prioritize your day — what needs attention shows up here first, rather than you having to go hunt for it.
What's On It Today
Stalled deals: deals assigned to you that haven't moved in a while, prompting you to re-engage.
My deals only: this view shows deals assigned to you specifically, not your whole team's.
Pipeline summary: quick stats on dollar amounts by stage (working, quoted, negotiated, agreed).
At-risk dollar amount: a rollup of deal value that may be in jeopardy.
Calendar: appointments and tasks due today, pulled automatically from your connected Google or Outlook calendar.
Aged units: inventory that's been sitting too long.
Fleet renewal reminders: customers flagged as coming due for a vehicle replacement (see How to Add Vehicles to a Customer's Fleet).
Good to Know
The dashboard isn't a fixed, one-size-fits-all page — the modules shown depend on your setup, so two dealers can see different things.
It fills in as you use the portal. Right after onboarding it may look nearly empty; tasks, appointments, calls, and emails build it into a daily to-do list over time.
Depending on your setup, the WTS Portal opens to your dashboard or to the Customers page when you log in.
For additional questions or assistance, you can always chat with us for a fast response. If your plan includes Customer Success Manager support, you may also reach out to your CSM directly, or visit https://www.worktrucksolutions.com/contact-us for more options.