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Layout Presets

The dashboard's three arrangements — Overview, Briefing, and Terminal — and the Federal/Québec data toggle

Updated 2026-07-222 min read

The dashboard offers three fixed arrangements of the same underlying panels. Pick the one that matches how you read information; your choice — and your Federal/Québec data-source choice — is remembered between visits.

Overview

A full-width, chart-forward layout for a complete read of your position:

  • Large greeting header with the full-size KPI band and daily brief
  • Market snapshot leading, paired with the Win / loss trend
  • Upcoming deadlines beside Competitor share
  • Capability match with Profile readiness
  • A closing row of Pipeline funnel, Incumbents to watch, and Recent activity

Choose Overview when you want everything visible with room to breathe — for example, a weekly review.

Briefing

A newspaper-style read with a main column and a sidebar:

  • Greeting and daily brief up top
  • Main column: Upcoming deadlines first, then Market snapshot, Competitor share with Incumbents to watch side by side, and Capability match
  • Sidebar: four compact KPI cards, Win / loss trend, Recent activity, and Profile readiness

Briefing leads with what is time-sensitive — deadlines before dashboards. It suits a daily morning check.

Terminal

A dense, monitor-style grid that fits the most on screen:

  • A compact header with your company and jurisdiction, plus all KPIs inlined as a ticker row
  • A condensed daily brief
  • All nine panels in a tight grid: Market snapshot, Win / loss trend, Pipeline funnel, Upcoming deadlines, Competitor share, Incumbents to watch, Capability match, Profile readiness, and a full-width Recent activity

Terminal is the "everything at once" view for users who prefer density over whitespace.

Tip

The presets differ in arrangement and emphasis, not in data — switching is instant and loses nothing, so try all three.

The Federal / Québec toggle

The market-facing panels — Market snapshot, Competitor share, and Incumbents to watch — draw from the jurisdiction selected in the toolbar:

  • Federal — federal award data (CanadaBuys)
  • Québec — Quebec award data (SEAO)

Your company-facing panels (KPIs, deadlines, funnel, win/loss, capability, profile, activity) are unaffected by the toggle — they always reflect your own workspace.

What the dashboard does not do

The dashboard is intentionally a curated command view, not a widget builder: there is no widget catalog, no drag-and-drop rearranging, and no per-panel add/remove. The three presets are the supported arrangements. For open-ended exploration, use the Analytics section.

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