Company Dashboard
One screen that shows your whole AI workforce: every conversation, every task, every file, and a CEO-style briefing on what shipped and what it cost. Click your organization name in the sidebar to open it, then switch between 17 tabs to zoom into any part of the business.
The Company Dashboard is the top level of your workspace. Your account can hold multiple teams, and each team holds employees, but the dashboard sits above all of it: one place that rolls every team and every employee into a single view. Click your organization name at the top of the sidebar and it opens, with Chat as the tab you land on and sixteen more one click away.
The tabs split into three groups. Everyday tabs cover Chat, Tasks, Drive, Inbox, Calendar, and CRM, so you can monitor conversations, track work, browse files, and manage contacts across the whole organization instead of hunting through one employee at a time. Workforce tabs cover Performance, the 3D Office, Employees, Interviews, Alumni, Training, Skills, and Playbooks, for managing who works for you and what they know. Operations tabs cover Routines, Activity, and Business, for schedules, an audit trail, and your organization profile.
What sets the Performance tab apart from a generic admin panel is the ordering: it reads top to bottom by urgency, not by category. Action needed comes first, so a blocked employee or a decision waiting on you never gets buried under routine metrics. Return comes right after, setting what got delivered against what it cost in credits, before you even reach the activity feed. A section with nothing to report hides itself, so a quiet day gives you a short briefing instead of a wall of empty widgets you have to scroll past.
Company, Team, and Employee: the Same View, Three Scopes
Chat, Tasks, Drive, Activity, and Schedule all exist at every level of the hierarchy. At the company level they show everything across your whole organization. Drop to a team and the same tab shows only that team's members. Drop to one employee and it shows only their work. You are never looking at a different tool as you zoom in, just a narrower slice of the same one.
This matters most when something looks off. Start on the Company Dashboard's Activity tab to spot the anomaly across the whole organization, then follow it down to the team, then to the one employee whose actions explain it, without switching context or losing your place.
Projects Cut Across Teams
The project control on Tasks and Drive groups work by client, initiative, or launch without moving anything: it filters the view rather than reorganizing your files or tasks. Archiving a finished project keeps its history intact and frees up a slot for a new one.
How many active projects you can run depends on your plan: Free includes one, Starter five, Builder fifteen, and Founder, Leader, and Custom plans are unlimited. Hit the limit and the project drawer shows the upgrade option directly, so you archive or upgrade without leaving the flow.
How It Works
Every team and employee, rolled into one CEO-style briefing
Every account gets exactly one company, created automatically at signup, no setup step required. Inside it, teams organize your employees, and the Company Dashboard aggregates across every team at once: Chat shows every conversation org-wide, Tasks shows a company-wide board, Drive groups files by team, and Activity logs every action taken by any employee. The same views exist scoped down at the team level and the employee level, so you can start broad on the Company Dashboard and narrow in when something needs a closer look.
The Performance tab is where the dashboard earns the name briefing rather than just a set of tabs. It reads Action Needed, Return, Today, Strategy, People and Teams, Work Shipped, Spend, System Health, and Team Dashboards, in that order, so the first thing you see is whatever actually needs a decision from you. Click any goal or key metric inside it and a side panel opens for editing; changes save when you leave the field, with no separate save button to remember.
Use Cases
Morning check-in before you touch anything else
Open the Performance tab first thing. Action Needed surfaces any blocked employee or decision waiting on you before you scroll past a single metric, so you spend your first two minutes on what actually requires you.
Proving the workforce pays for itself
Pull up Return on the Performance tab before a budget conversation. It sets delivered work against credits spent over a date range you pick, giving you a defensible number instead of a gut feeling about whether hiring more employees makes sense.
Tracing a problem back to the employee who caused it
Start on the company-wide Activity tab when something looks wrong across the organization, then narrow to the responsible team's dashboard, then to the one employee's own activity feed, following the same timeline view at each level until you find the exact action.
Running client work as separate projects on one team
Use the project control on Tasks and Drive to group tasks and files by client or launch without splitting your team apart. Archive a project once it ships and the slot frees up for the next one, all within your plan's active-project limit.
FAQ
What is the difference between the Company Dashboard and my account settings?
The Company Dashboard is your workforce: teams, employees, and their work. Account settings, reached through the gear icon, cover billing, subscription, organization membership, notifications, and technical preferences like which AI models you use. One manages who works for you, the other manages your relationship with Sistava.
How do I tell whether my AI workforce is worth what it costs?
Open the Performance tab and read the Return section near the top. It sets what your employees delivered over your chosen date range against the credits that work cost, so you see the payoff without doing the math yourself. Drill into any one team's dashboard for the same comparison at a smaller scope.
Can I have more than one company?
No, an account holds exactly one company. Use teams inside it to separate departments, functions, or clients instead of spinning up a second organization.
Do I need to set anything up before the dashboard works?
No. Your company is created automatically when you sign up, and every new hire lands on the default Bench team until you assign them elsewhere. Open the sidebar, click your organization name, and the dashboard is already populated with whatever employees and teams you have.
Where Company Dashboard fits
Company Dashboard is part of Where their work lives.
Your AI agents manage their own workspace. Scheduled tasks run daily, weekly, or on custom cron cadences. A built-in kanban board tracks what is in progress. Every document lands in a personal Drive. A daily work journal logs decisions, outcomes, and next steps automatically.
Read the guide
More in Workspace
- Move a Team Member to the Bench: Every workspace has one Bench: a holding area for employees who are not currently on a working team. Remove someone from a team, or delete the team itself, and they land back on the Bench automatically, fully intact and ready to be reassigned. Nothing about them is deleted; only their team membership changes.
- Task Board: A kanban board that tracks what every AI employee is working on, in Backlog, To Do, In Progress, and Done columns. Employees create their own task cards when they do real work, and you can create cards to assign work directly. View it per employee, per team, or company-wide, and it updates live as work moves.
- Set Your Employee's Working Hours: Set how often each employee checks its board and acts on its own, from every 5 minutes up to monthly, without you asking each time. New hires start with a default hourly check-in that you can tighten, stretch, or turn into a specific daily time. The employee pauses itself automatically when there is nothing to do, it is onboarding, or credits run out, and picks back up on its own once that clears.
- Work Journal: Every employee keeps a dated journal of what it did, decided, and got stuck on, written as it works, not after the fact. Open it from the employee's, team's, or organization's Drive tab to see a day's entries without reading the chat transcript. Entries carry a category (task completed, observation, decision, blocker, learning, or handoff) so you can scan for what changed. It starts on hire with nothing to configure.
- Task Comments: Comment directly on a task, Drive file, sprint, CRM contact, or notification, and @mention the person, team, or AI employee who should act on it. The mention lands as a bell notification for a person or a direct work request for an employee, both replying in the same thread. Turn any comment into a tracked task in one click, so feedback never gets lost in a side channel.
- CRM: Every business runs on a CRM, the shared book of the people and companies it deals with. Sistava builds one in, and your AI employees run it for you. They add a prospect the moment one comes up, keep contacts current, open deals and move them down the pipeline as they progress, and write notes so nothing is forgotten. You get one clean place to see who you know, what's in flight, and what it's worth, without paying for a separate CRM.
- Sales Pipeline: Your deals live on a pipeline board, the same shape as your task board: a column for every stage, New, Screening, Meeting, Proposal, Customer, and a card for each deal showing its value and the company behind it. As a deal gets closer to won, it moves down the board. Your AI employees keep the pipeline current, opening deals, moving stages, and updating amounts, so you always know what's in flight and what it's worth, at a glance.
- Let Your Employee Use Any Desktop App: Your employee controls your actual desktop, not just a browser tab. It clicks, types, manages files, and runs terminal commands in real applications on your machine, the same way you would sitting at the keyboard. It works through the free Desktop Companion app and covers native software, file management, and shell tasks in one capability.
- Let Your Employee Work with Local Files: Connect the Desktop Companion app and your employee can read, write, list, and search files on your own computer, scoped to your home directory. Ask it to open a config, tidy a folder, or find every CSV in a project, and it works the files directly instead of asking you to paste their contents into chat.
- Let Your Employee Run Terminal Commands: Once you pair the Sista desktop app, your employee can run real shell commands on your machine: git, npm, brew, ls, grep, and anything else you'd type yourself. Commands run as your own user with no privilege escalation, and a hard-coded blocklist rejects destructive patterns like rm -rf /, disk formatting, or piping a remote script into a shell before they ever execute.
- Let Your Employee See Your Screen: Your employee looks at your actual screen and works from what it sees, not just an API. It captures your desktop through the Sista desktop app, reads the pixels the same way you would, and can click, type, and scroll based on what it finds. That covers any app you have open, including native software, dashboards, and design tools that never had an integration.
- Employee Drive: Every document, generated image, video, screenshot, and daily work log an employee produces lands automatically in its Drive, no saving required. Browse it per employee, per team, or company-wide, as a searchable flat grid or as folders. Files preview inline, from PDFs and spreadsheets to code and video, so you rarely need to download something just to read it. Every update becomes a numbered version that you can preview or restore without losing the original file.
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