BOS

Business Operating System

Business Growth, Made Simple

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BOS Dashboard Assistant

Use this assistant to understand your dashboard, decide what needs attention, and move into leads, tasks, pipeline, campaigns, or usage controls.

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Add new tools, edit saved tools, or manage page assignments in the full Smart Tools settings area.

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BOS Dashboard

Build visual CRM reports for lead sources, pipeline stages, outreach activity, follow-up load, and business growth.

Import CSVAdd Lead

New Leads

Added in the last 7 days

0

Tasks

17 open • 17 overdue

17

Follow-Ups Due

Based on follow-up dates

2

Appointments

Calendar connection next

0

AI Cost

No pending approvals

$0.00
BOS Dashboard Assistant

Create, edit, explain, or change dashboard charts without digging through settings.

Tell BOS what you need to understand, and it should suggest the chart type, data source, metric, grouping, filters, and click destination.

Examples: “I need a chart to show lead sources,” “Show overdue follow-ups,” or “Compare calls, emails, and texts.”

Create chart ▾

Chart ideas

Lead Source Mix

donut • leads

Pipeline Stage Distribution

funnel • pipeline

Task Status

donut • tasks

Outreach Mix

donut • activities

7-Day Activity Trend

line • activities

Ask a question

Tell BOS what chart or workflow you need.

Lead Source Mix

Shows where leads are coming from. Best as a donut chart because sources are a part-to-whole breakdown.

Edit ▾

Chart editing and saved widgets are coming next.

Click a slice to review leads filtered by source.

Pipeline Stage Distribution

Shows how many leads are sitting in each pipeline stage. Best as a funnel chart because it shows movement through a sales workflow.

Edit ▾

Chart editing and saved widgets are coming next.

Click a funnel segment to review the pipeline.

Task Status

Shows open, overdue, and completed task load. Best as a donut chart for workload share.

Edit ▾

Chart editing and saved widgets are coming next.

Click a slice to open the task queue.

Outreach Mix

Shows email, call, and text activity. Best as a donut chart for communication mix.

Edit ▾

Chart editing and saved widgets are coming next.

Click a slice to review related CRM activity.

7-Day Activity Trend

Shows leads created and activities logged over the last seven days. Best as a line chart.

Edit ▾

Chart editing and saved widgets are coming next.

Use the trend to decide whether activity is increasing or slowing down.

Follow-Up Signals
Needs research11
High-fit leads1
Overdue tasks17
Work TasksReview Pipeline
Editable Dashboard Widgets

Each chart now has an Edit menu for chart type, filters, date range, duplicate, hide/remove, view records, and Assistant help.

The next backend step is saving custom chart widgets per workspace.