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The rooms dashboard is your central view for managing every room across your organisation — find rooms fast, track engagement, and act on what you see. As your team scales and rooms multiply, the dashboard becomes your way to stay on top of what’s active, what’s stalled, and where to focus your energy.

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Filter rooms

Narrow down your room list to find exactly what you’re looking for. Available filters:

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To apply filters:

1

Click the Filter button above the room list

This opens the filter panel.
2

Select your filter criteria

Choose one or more filters to apply.
3

Combine filters to narrow further

For example, filter by a specific owner and status at the same time.
4

Click Clear filters to reset

This removes all active filters and returns to the full room list.
Learn more about organising rooms with labels and statuses.

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Sort rooms

Order your room list to surface what matters most. Click Add filter then on the right handside menu that appears, select your preferred order. Sorting by Last engagement date is particularly useful for identifying rooms that have gone quiet and may need a follow-up nudge.
For a scored read on deal health rather than raw activity, open a room’s Overview tab to see its Deal Score and MEDDPICC scores, or use REX’s signals in the Intelligence section of the left-hand navigation to triage urgent signals across every room at once.

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Dashboard views

Switch between views to see your rooms the way you prefer.

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List view

The default view — rooms displayed in a table with key details at a glance:
  • Room name and company
  • Status and labels
  • Last activity
  • Engagement count
  • Owner

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Card view

See all rooms as cards:
  • Room name and company
  • Status and labels
  • Engagement count
  • Owner

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Board view

Rooms organised as cards grouped by status — great for managers and RevOps teams who want a quick snapshot of how deals are distributed across pipeline stages:
  • Drag and drop rooms between status columns
  • Quickly see how your pipeline is distributed
Click the view icons in the top right of the dashboard to switch between List, Board, and Card views.

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Notifications

Stay informed about activity across all your rooms without opening each one individually. From the dashboard, you can configure notification preferences that apply across your entire room list.

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Export room data

Export your room data for reporting, analysis, or sharing with stakeholders. What’s included in an export:
  • Room list with metadata (name, company, status, dates)
  • Engagement data (views, downloads, completions)
  • Stakeholder information
  • Action / task completion status
To export:
1

Apply any filters to narrow the rooms you want to export

Only rooms matching your active filters will be included.
2

Click Download current view as CSV

The file downloads immediately.
Common uses:
  • Create executive reports on pipeline activity
  • Analyse engagement patterns in a spreadsheet
  • Share room lists with team leads
  • Import data into business intelligence tools