RevariWhat you're looking at
The Today desk is the first screen you see after signing in. It puts your day in order, so your first hour goes to selling.
- Book pulse: what you've won this month, what's in open pipeline and which quotes are waiting on a reply.
- Tasks due: your next actions, with overdue items marked.
- Closing soon: deals nearing their expected close date.
- Renewals: contracts coming due, shown early so you have time to act.
Act straight from the board
Every panel is a starting point. Start a quote, open a deal, complete a task or kick off an upsell right from the desk.
Make it yours
Add, remove and reorder panels, and Revari saves your layout to your profile. If you live in renewals, put renewals on top. If you focus on new business, lead with pipeline and tasks. Your admin can also choose which panels are available to the whole workspace.