Dashboard
What the dashboard shows
The dashboard is the top-level summary of your account base. It answers three questions at a glance: which accounts are showing the strongest buying intent right now, how are leads scoring across the board, and whether your signal data is processing cleanly.
First-run setup
When your workspace has no ICPs and no signals yet, the dashboard shows a setup prompt instead of the account table. Two actions are available:
- Create your first ICP — takes you to the ICP builder, where you define which accounts TrailSpark scores and which roles constitute a buying group for that motion.
- Set up signals — takes you to API keys, where you get the keys needed to start sending activity data.
A setup guide in the bottom-right corner tracks your progress through both steps.
Once at least one ICP exists or signals start arriving, the prompt is replaced by the full dashboard.
Target Accounts table
The main element on the dashboard is the Target Accounts table. It lists every account TrailSpark is currently tracking, with the highest-propensity accounts at the top.
Columns
| Column | What it shows |
|---|---|
| Account | Company name and domain. Clicking the name opens the account detail page. |
| Industry | Industry classification from firmographic data. |
| Segment | Market segment — visible on wider screens. |
| Propensity | The account's propensity tier: High, Medium, or Low. Accounts with no completed evaluation show Not Scored. |
| Hot | Count of leads at this account with a Hot lead score. Shown with a flame icon when non-zero. |
| Total | Total number of tracked leads at this account — visible on medium and wider screens. |
| Top Leads | Chips for the highest-scoring leads. Each chip shows the person's name and a color dot for their lead score (red = Hot, amber = Warm, blue = Cold). Clicking a chip goes to the lead detail page. If there are more leads than fit, a "+N more" link goes to the account. |
Propensity tiers
| Tier | Color | What it means |
|---|---|---|
| High | Red | Strong buying signal across the account — prioritize now |
| Medium | Amber | Moderate activity — worth monitoring and nurturing |
| Low | Blue | Minimal signal — in early stages or quiet |
| Not Scored | Gray | No evaluation completed yet for this account |
Rows for High and Medium propensity accounts show a colored left-border indicator in the table so they stand out visually without needing to read the badge.
If accounts exist but no ICP is configured yet, a banner appears at the top of the table prompting you to set one up. Accounts can't be scored until at least one ICP is assigned.
Filters
Two filters sit above the table on the right:
- Propensity — narrow to High Propensity, Medium Propensity, or Low Propensity accounts, or show All Propensity.
- Lead Score — narrow to accounts that have at least one Hot Leads, Warm Leads, or Cold Leads score, or show All Leads.
The filters work together — applying both shows accounts that match both conditions. Changing either filter resets pagination to the first page.
Lead Scores card
The Lead Scores card shows a donut chart and a breakdown of how your leads are scoring right now across the entire account base — not just the accounts visible in the current table page.
The three segments are Hot, Warm, and Cold. Each segment in the legend is a link to the leads list filtered to that score tier, so you can move directly from the overview to the full list.
When evaluations have run in the current period, the card shows the current period's distribution alongside trend arrows (percentage change from the previous period). When the current period has no data yet, the card falls back to the previous period's distribution and labels itself accordingly.
If the distribution looks skewed — a very high proportion landing in one tier — an amber alert appears below the legend suggesting you review your ICP configuration. The same alert also appears when scores shift significantly between periods, in which case it surfaces the shift details rather than a configuration suggestion.
The card is empty before the first evaluations run. If signals are staged but not yet mapped, the card links you to Signal Mapping. If no signals have arrived yet, it links to API keys.
Signal Processing card
The Signal Processing card shows how signals arriving in your workspace are being handled. It displays three counts — Processed, Pending, and Failed — as a horizontal bar chart alongside an overall success-rate percentage.
A status badge in the card header indicates overall health:
- Green check — all signals processed, nothing pending or failed
- Amber clock — more than 10 signals are pending
- Red alert — at least one signal has failed
When all signals have processed successfully, the chart is replaced by a simple confirmation message. If signals have arrived and are all mapped but none have been processed yet, the card shows a System Ready state indicating that signals are staged and mapped and processing will begin automatically.
Failed signals require attention — check your signal source configuration if the failed count is non-zero.
Signal Mapping card
The Signal Mapping card appears when there are signal types arriving in your workspace that don't yet have mapping rules configured, or when no signals have arrived yet.
When unmapped signal types exist, the card lists them by name and links directly to Signal Mapping so you can configure rules. Unmapped signals still reach the system but don't contribute to lead scores or buying-group coverage until they're mapped.
Once every signal type has a mapping rule, the card shows a confirmation that your signal configuration is complete. When all signals are mapped and signals have arrived, the card does not appear — it only renders when there is something to flag or when you have not started sending signals yet.
Next steps
- Browsing accounts — the full account list with more filters and sorting
- Account detail — coverage, roles, timeline, and the full buying-group picture for one account
- Browsing leads — the full leads list, filterable by score and account
- Lead detail — activity history and score breakdown for one person
- Account coverage — how coverage stages and role states work
- Buying groups overview — how buying groups are built and tracked
- ICP overview — setting up ICPs and role definitions
- Signals overview — how signal data flows into TrailSpark