Skip to content
Business-Gym Docs

The overview cockpit

The overview page is one screen answering “what needs me today”. Decisions sit at the top — what is waiting on you, what has gone wrong, what arrived in the inbox — and operational detail sits below a divider labelled Operations & detail. It is the screen a CEO opens first.

Everything on it is read-only reporting plus deep links. No tile executes anything. The one control that changes state is the autonomy pause, and that is covered below.

What is at the top of the screen?

Section titled “What is at the top of the screen?”

The page opens with a greeting by name, an ask bar, and then the blocks that carry a decision. In order, above the divider you get:

  • Needs you today — approvals awaiting your decision and key results at risk, each a deep link. A line only appears when its count is above zero, and when nothing is pending it says “All caught up”.
  • Your CEO Brief — a compact card with today’s headline, linking to the full brief.
  • Since you last looked — what completed while you were away. This uses a last-seen timestamp kept in your browser, so it is per-browser, not per-account.
  • Exceptions — budget overrun projections, off-track goals, overdue approvals and red projects, ordered by severity, each deep-linked to where you resolve it.
  • Inbox triage — awaiting triage, needs your decision, handled today.

Which numbers are live, and which stay empty?

Section titled “Which numbers are live, and which stay empty?”

A tile shows a figure only when a real source returns one, so a blank tile is an honest tile rather than a broken one. The cockpit deliberately refuses to print a placeholder number.

  • Cash & runway — empty until you connect a finance source. It shows a connect prompt, not a €0.
  • Revenue health — signed revenue and top open deals are real. MRR, ARR and churn are not tracked yet and the tile says so.
  • Pipeline — your own open, won and lost deals, with the value of the open ones, read from the built-in CRM. It no longer asks you to connect Dynamics. If the read fails it says “Your deals could not be loaded just now.” — deliberately not “No deals yet”, so a fault is never shown as an empty pipeline. See Where does your CRM data live?, and Create and manage deals for how a deal reaches won or lost in the first place — this tile counts whatever that board says.
  • OKR attainment — shows “set goals to track attainment” when no key results exist, and tells you how many of your key results actually carry a live signal.
  • Projects — active, amber, red, slipping milestones and open high risks.
  • Time saved today — shows “Not tracked yet”. There is no event source behind that number.
  • What the mesh did for you today — actions, items triaged, drafts produced, and value against spend. Until the log has entries it says “Tracking starting”.

While setup is incomplete, a Light up your mesh panel lists only the steps you still have open — connect a finance source and bind key results to live signals. The CRM step is already done — the built-in CRM needs no connection, so it is not listed as something you still have open. The panel disappears once the remaining steps are done. Connectors are covered on integrations.

How do you get today’s meetings onto the cockpit?

Section titled “How do you get today’s meetings onto the cockpit?”

Press Connect calendar on the “Today’s calendar” tile. It starts a real Microsoft 365 consent flow — not a link to a settings page — and once consent is granted the tile lists the meetings that start today, soonest first, with their time and location.

Two limits are worth knowing. The connection is admin-only: the connect route requires an admin role, and in an environment where the connector is not provisioned it reports that it is unavailable rather than sending you to a broken consent screen. And the connection is read scopes only — mail and calendar read. Business-Gym cannot create, move or cancel a meeting.

Can you ask a question straight from the overview?

Section titled “Can you ask a question straight from the overview?”

Yes — the ask bar at the top takes a plain-language question and opens the CEO-Planner Concierge with your question already filled in. Four suggested prompts sit under it: cash runway, what needs my approval, summarize this week, and top risks.

It does not send the question for you. The text is placed in the Concierge and you press send, which keeps a human in the loop even on a read-only question.

How much of your mesh is actually acting?

Section titled “How much of your mesh is actually acting?”

The Mesh health & autonomy tile counts your Heads four ways — enrolled, dark, supervised and auto — and adds a one-line explanation of why the mesh is quiet, derived from that real state rather than guessed. A Head with no configuration counts as dark, which is the safe default.

This is also where the panic switch lives. “Pause all autonomy” returns every Head to supervised immediately, behind a confirmation, and the tile carries an “Autonomy paused” badge while it is on. The control appears for admins only, and if the switch fails to flip it says so instead of showing the new state.

What sits below the divider?

Section titled “What sits below the divider?”

Below Operations & detail is the material you look at when you are investigating rather than deciding: today’s calendar, the mesh health and autonomy tile, your Heads grid, the workflow heartbeat and pending approvals, the four activity counts (workflows ran today, time saved, spend today, approvals pending), the monthly budget gauge with its hard ceiling, and the Concierge “now playing” feed.

The split is deliberate. Raw counts and activity feeds are easy to stare at and rarely change what you do next, so they were moved down and the decision blocks moved up.

Where do you go from here?

Section titled “Where do you go from here?”

Follow the deep links. A line on Needs you today or Exceptions takes you to the surface that resolves it, and that is the intended way to work the screen — glance, click, decide, come back.