Your dashboard is the first thing you see when you log in to Introzy. It gives you a real-time overview of your marketplace performance — scoped to your role — so you can act on what matters most without digging through reports.
What you see depends on your role. Internal team members (admins and finance users) see a full organizational view. Connectors see their referral activity. Solution providers (SPs) see their leads and earnings.
You can always return to the dashboard by clicking Dashboard in the left sidebar.
Kai — AI Recommendations
At the top of the dashboard, Kai surfaces the most important actions across your deals. Kai analyzes your pending referral opportunities, stale deals, and upcoming follow-ups, then scores and prioritizes them by impact — revenue potential and time sensitivity.
Recommendations are organized into two tabs:
Act Now — high-priority items that need immediate attention, such as deals approaching a deadline or a referral waiting on your response.
Execute Recommendations — a curated short list of actions Kai has pre-staged for you to confirm and send in one click.
You can also convert any recurring recommendation into an Automation using the "Create Automation" button on the execution confirmation screen. Once set up, automations run the action automatically after each nightly Kai run — no manual review required.
Filters available: Assignee, Action Type, Priority, and Show Completed.
For a full walkthrough of Kai, see Meet Kai, your AI deal-intelligence agent.
My Pipeline
The My Pipeline section shows the health of your deals at a glance. By default it shows a collapsed summary; select Details to expand the full breakdown.
Collapsed view includes:
Active deals — total deals currently in progress across your selected pipeline
% Stale — the share of deals that haven't moved in 30 or more days
Weighted pipeline — the sum of deal values multiplied by stage win probability
Win rate — your historical close rate
Expanded view adds:
A per-stage deal breakdown with deal count and weighted value per stage
A 90-day Win / Loss chart showing weekly wins and losses over the past 90 days
A stale deals alert with a direct link to review overdue deals
Filtering by pipeline: Use the pipeline dropdown at the top of the section to switch between your individual pipelines (Partner Network, Referral Opportunities, Integration Partnerships, etc.).
For connectors, the section is labeled My Referrals and shows the referrals you've submitted plus an inflow trend.
For solution providers, the section is labeled My Leads and shows the leads coming in from your connectors.
Connector + SP Pulse
This section is visible to internal team members only.
The Pulse section gives you a read on the health and activity of your connector and SP network.
Collapsed view includes:
Active connectors — number of connectors with at least one active deal
Referrals this month — total referrals submitted in the current calendar month
Referral velocity — month-over-month change in referral volume
Quiet connectors alert — connectors who haven't submitted a referral in 30 or more days, shown at the top of the section
Selecting a connector name opens their person or company slideout where you can review their profile and reach out.
Expanded view adds:
Activity Pulse table — shows each connector's referrals (current period and lifetime), won deals, lost deals, win rate, and last referral date. Use the time range tabs (7d / 30d / 90d / YTD / All) to adjust the period.
Top Win Rates — the two connectors with the highest historical win rates
SP Distribution — deal volume by solution provider, showing deal count and win rate per company
Revenue (Internal) / My Earnings (External)
Internal users see the Revenue section, which covers org-wide financial performance:
Invoiced — total invoiced in the selected period
Collected — total payments received
Unbilled — deals closed but not yet invoiced
Weighted pipeline — deal count × stage probability across all pipelines
Weighted $ — estimated dollar value of the weighted pipeline
The section also includes a pipeline breakdown — deal count and weighted value per stage — a list of your top deals by weighted value, and a monthly revenue trend chart showing paid, pending, and draft invoice amounts stacked by month.
Connectors and solution providers see My Earnings instead:
Total earned to date
Total pending (submitted but not yet paid)
A summary of your fee plan rules in plain English
A deal-by-deal earnings table with status for each deal
An earnings trend sparkline
My Earnings data is strictly scoped to your account — you can only see deals and commissions that belong to you.
FAQ
Does my dashboard show data from other users or organizations? No. All dashboard data is scoped to your organization and, for external users (connectors and SPs), to your own account only.
Can I filter the dashboard by pipeline? Yes. The My Pipeline section has a pipeline dropdown that filters the stage funnel, stale count, and win/loss chart for the selected pipeline.
Why is my % Stale high? A deal is considered stale when it hasn't moved to a new stage in 30 or more days. Select "Review stale deals" in the My Pipeline section to see which deals need attention.
Can I see data for all pipelines at once in My Pipeline? Not currently. The pipeline dropdown lets you switch between individual pipelines one at a time.
Can I click on a bar in a chart to see the underlying deals? Not currently. You'll need to navigate to the relevant pipeline to see individual deals.
Why do I see different sections than my colleagues? The dashboard is role-aware. Internal team members see Kai, My Pipeline, Pulse, and Revenue. Connectors see My Pipeline (My Referrals) and My Earnings. Solution providers see My Pipeline (My Leads) and My Earnings.
What does "weighted pipeline" mean? Each deal is multiplied by the win probability of its current stage (set in Pipeline settings). Weighted pipeline is the sum of those values — a more conservative estimate of what your pipeline is worth than the raw total.
Can I automate Kai recommendations? Yes. After executing a recommendation, select "Create Automation" on the confirmation screen to have Introzy run that action automatically going forward.