Checklist progress syncs across devices. Quick-launch actions keep admins focused while contextual help stays within reach.
Overall completion
62%
Track towards 80% MVP
Days to goal
5
+1 vs. plan
Active collaborators
8
3 pending invites
Surface the workstreams that matter to your team right now.
Confirm brand identity
CompletedUpdated todayUpload logos, color tokens, and CTA copy
Share security posture
In progressAttach SOC 2 + ISO certificates for review
Confirm billing owner
Action neededWaitingVerify finance contact for invoice routing
Authenticate Salesforce
In progressSyncingValidate sandbox and production scopes
Enable Stripe billing
Action neededOwner MFA pending for payouts
Activate warehouse streaming
CompletedLiveSelect schema and retention window
Invite collaborators
In progressAssign admin, editor, and viewer roles
Publish in-app guide
Action neededPromote workspace setup during first login