The Home page is your dashboard in Lifecycle Manager. It brings together your meetings, tasks, and client health in one place, along with a set of suggested actions you can take directly from the page. What you see reflects the clients you have access to under your plan and permissions.
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The new Lifecycle Manager UI is in Open Beta You might notice occasional changes as we continue to refine this feature. |
Accessing the Home page
Home is the default landing page in Lifecycle Manager. If you're on another page, click Home at the top of the left navigation panel.
Home page layout and features
Top navigation bar
The top navigation bar shows your workspace switcher, a global search field, a Back to Legacy Experience button, and a Give feedback button.
The AI icon opens ScalePad Copilot.
Left navigation panel
The left navigation panel organizes your links into groups:
- Home, Calendar, Tasks, and Notes at the top level
- Discover: Analytics, Assessments, and Insights
- Plan: Initiatives and Goals
- Engage: Deliverables
- Manage: Clients, Agreements, Hardware, Software, and Settings
All clients summary
The home screen gives you an at-a-glance view of your clients' status. Use the toggle to switch between:
My clients
Clients assigned to you (the logged in user)All clients
All clients across your company.
Several tiles provide more details for each of the following metrics:
Pipeline
Forecast
DMI
Needs attention
Portfolio
Upcoming Meetings
This panel lists upcoming meetings with client, meeting title, and date and time, along with a link to view all meetings.
Tasks
This panel shows your open task count, a list of individual tasks with their client and due date, and a link to view all tasks.
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| Any questions? Reach out to our Lifecycle Manager support team by submitting a support ticket. |
