Focus Area
Your daily command center for sales productivity. Focus Area helps you start each day with clear priorities and stay on track.
Purpose
Instead of seeing all deals and tasks at once, Focus Area shows only what’s truly important today. You start here each morning and know exactly what to work on.
Features
| Feature | Description |
|---|---|
| 🔋 Energy Barometer | Set your energy level (High/Medium/Low) - adjusts task load accordingly |
| 🎯 Goal Progress Widget | Quota tracking with visual progress display |
| 📋 Meeting Prep Widget | Preparation tools for upcoming meetings |
| 🔍 Memory Search | AI-powered search through deal history |
| 📅 Priority Timeline | Drag & drop daily planning |
| ⏱️ Pomodoro Timer | Focus/Break mode for productive work |
| 📅 Calendar Sync | Outlook integration for appointments |
| ✉️ Quick Email Composer | Send emails directly from Focus |
Daily Workflow
Morning
- Open Focus Area (it’s your default start page)
- Set your energy level
- Review your task cards
- Start with the highest priority
During the Day
- Work through prioritized tasks
- Use Pomodoro timer for focus sessions
- Check meeting prep before calls
- Use Memory Search for context
Evening
- Review completed tasks
- Plan tomorrow’s priorities
- Update deal statuses
Task Cards
Your task cards show different types of action items:
| Card Type | Meaning |
|---|---|
| 🎯 Important Deal | Deal needs attention today |
| ⏰ Follow-Up Due | Scheduled callback or email |
| ⚠️ At Risk | Deal showing warning signals |
| 📧 Awaiting Response | Customer hasn’t replied yet |
| 📅 Meeting Today | Upcoming conversation |