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Documentation Index

Fetch the complete documentation index at: https://docs.alvahq.com/llms.txt

Use this file to discover all available pages before exploring further.

The Dashboard is the first thing you see when you log in. It gives you a real-time snapshot of your pipeline, discovery progress, outreach performance, and key metrics — all in one place.

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Dashboard tabs

The dashboard is organised into four tabs, each focused on a different aspect of your business:

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Overview

The Overview tab is your at-a-glance summary. It includes:
  • Entity counts — how many companies, contacts, deals, and activities you have
  • Pipeline stages — a breakdown of deals by stage with total values
  • Deal intelligence — average health score, at-risk deals, and deals needing attention
  • Action items — overdue commitments and nudges that need your attention
  • Top deals — your highest-value open deals
  • High-priority notifications — recent alerts from Alva about risks and changes
  • Recent activities — the latest calls, meetings, emails, and notes

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Sales

The Sales tab dives deeper into your pipeline performance:
  • Email engagement — response rates, sentiment trends, and conversation activity
  • Email intelligence — buying signals, risk signals, and unanswered questions across all deals
  • Methodology adherence — how thoroughly your team is filling in methodology fields (MEDDPICC, BANT, or SPICED)
  • AI insights — the most recent AI-generated observations about your pipeline

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Discovery

The Discovery tab shows how your prospecting is going:
  • Discovery summary — total companies found, approved, imported, and pending review
  • Profile progress — each active discovery profile with its search progress, geography coverage, and company counts
  • Trends — how your discovery pipeline is growing over time

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Outreach

The Outreach tab tracks your BDR agent performance:
  • BDR summary — total agents, emails sent, contacts found, and budget spent
  • Agent performance — a per-agent breakdown showing emails sent, response rates, escalations, and current status
  • Active campaigns — which agents are running and what they’re working on

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Personalised greeting

The dashboard greets you by your first name and shows what’s happening “today” — so the metrics and highlights are always current.
The dashboard loads all data in parallel, so switching between tabs is instant — no loading spinners.