# Finding your way

> The sidebar, the main tabs, global search and notifications.

import { Aside } from '@astrojs/starlight/components';

## The sidebar

The left sidebar takes you to each part of the app. You can collapse it to icons and expand it again.

| Item | What you find there |
| --- | --- |
| **Workspace** | Your own customers and work: tasks due, your portfolio, your playbooks, success plans and opportunities. |
| **Dashboard** | Organization-wide numbers. Switch between **Customer Overview** and **Leadership Insights**. |
| **Customers** | The customer list and each customer's page. Under it: **My Customers**, **Expansion Potential** and **At-risk Customers**. |
| **Customer Journey** | A board of your customers by lifecycle stage. |
| **Projects** | Playbooks, success plans, tasks, opportunities, meetings and templates across all customers. |
| **Support** | Your ticket queue. |
| **Integrations** | Your CRM connection and other connections. |
| **Settings** | Organization and personal settings. |

**Surveys** is not available yet.

### The Customers shortcuts

- **My Customers** shows the active customers assigned to you.
- **Expansion Potential** shows your active customers in your highest score band.
- **At-risk Customers** shows your active customers in your lowest score band.

See [Score bands](/health-scores/score-bands/).

## Workspace

Your starting page. It greets you by name and shows:

- **My Important To-dos**: overdue tasks, tasks due today, this week and in the next 7 days.
- **My Portfolio Summary**: your active customers, revenue, customers up for renewal in the next 90 days, customers at risk, tasks and average health score.
- **My portfolio health score trend**: your customers' average health score over time.
- **My Ongoing Projects**: your playbooks and success plans.
- **My Opportunity Summary**: your upsell, cross-sell and renewal deals.

Use **Week** and **Month** to change the period.

## Dashboard

The same kind of numbers for the whole organization. **Customer Overview** shows customers, tasks, support tickets, health, meetings, calls, playbooks, success plans and opportunities. **Leadership Insights** shows revenue retention (NRR and GRR), churn, expansion and revenue up for renewal.

## Global search

The search box in the top bar searches across your organization. Press **⌘K** on a Mac or **Ctrl+K** on Windows to jump to it.

Type at least 2 characters. Results are grouped into **Customers**, **Contacts**, **Tickets**, **Opportunities**, **Playbooks**, **Success plans**, **Tasks**, **Calls & meetings** and **Settings**, with up to 5 results per group. Pick a result to open it.

<Aside>
Removed (archived) customers, contacts, opportunities, tasks, calls and meetings don't show up in search.
</Aside>

## Notifications

Click the bell in the top bar to open your notifications.

- Switch between **All** and **Unread**.
- Click a notification to mark it as read and open the record it is about.
- Use the read/unread icon on a notification to switch it between read and unread.
- Use **Mark all as read** to mark every notification as read.

Choose which notifications you get, in the app and by email, in **Settings › Notifications**.

## Your account

Open your profile menu at the right of the top bar for **My account** and **Log out**.