The Home page is your dashboard in ScalePad CS. 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.

Use the client picker to select All clients for portfolio work or a client for client-specific work. Where available, Inbox appears below Home and opens your notifications without changing client access.

Accessing the Home page

Home is the default landing page in ScalePad CS. 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, and an AI icon, which opens ScalePad Copilot.

Left navigation panel

The left navigation panel organizes your available links into groups. Items depend on your account release, selected client, plan and permissions. For example, Playbooks appears only where released, and SaaS is a client-scoped experience. The list below is an overview, not a promise that every item appears for every account:

• Home, Calendar, Tasks, Notes, and Playbooks at the top level.
• Discover:
  • Analytics
  • Assessments
  • Insights
• Plan
  • Roadmap
  • Goals
• Engage
  • Deliverables
  • Meetings
• Manage
  • Clients
  • Agreements
  • Hardware
  • Software
  • Licensing
  • SaaS
  • 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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