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DOCS · V1 · FEATURES

Dashboard.

Last updated 2026-05-20

TL;DR
  • Your home view. The headline number is pipeline coverage: how much open Attio pipeline has a live sales room.
  • It also tracks AI draft quality, recent activity, rooms that have gone quiet, and Attio deals that still have no room.
  • AE users see their own rooms and the deals they own. Admins see the whole workspace.

Pipeline coverage

The dashboard opens with a single headline percentage: the share of your open Attio pipeline that has a live sales room — a room whose status is published and active. Coverage is measured by dollar value where deal values are present, and by deal count when values are absent.

Supporting stats sit alongside the headline so you can read the gap at a glance:

  • Open pipeline total — the value (or count) of open deals in scope.
  • Buyer-engaged rooms — live rooms that have recorded real buyer activity, not just internal previews.
  • Uncovered deals — open deals with no live room behind them.

AI draft quality

Foyai drafts rooms for you. The "Ready to send" rate tracks what share of AI-drafted rooms you actually promote to active. It is a quality signal: a high rate means the drafts land close to what you would have written yourself, and a low rate is a prompt to revisit your company context and templates.

Activity feed

A reverse-chronological stream of recent room and buyer activity — rooms created or published, buyers viewing a room, and other engagement as it happens. Use it to spot which deals are warming up without opening each room.

Rooms needing attention

Foyai surfaces rooms that have drifted: live rooms that have gone quiet with no recent buyer activity, drafts that were never published, and rooms that look stale relative to the deal. This is your short list of follow-ups for the day.

Recent rooms

A compact table of your most recent rooms with the columns you scan for fastest:

Column
What it shows
Room
The room title, linking through to the editor.
Deal
The linked Attio deal, where the room is deal-linked.
Status
Draft, active, or archived.
Updated
When the room last changed.

Attio deals without rooms

The dashboard surfaces open Attio deals that have no room yet, so coverage gaps are visible the moment they appear. A bulk action lets you create rooms for several uncovered deals at once instead of one at a time.

What you see depends on your role

AE (non-admin) users see only their own rooms and the Attio deals they own — the dashboard is scoped to their book of business. Workspace admins see every room and deal across the workspace.

Related

  • Rooms
  • Analytics
  • Content Library
  • Templates
  • Settings
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