What to do first
Read the sentence at the top, then the figures beneath it, then scan Needs you. That is the whole page, and it takes under a minute. If a row in Needs you is yours to act on, press it and Rople opens the record it is about.
The Create button at the top right starts something new from here: a task, a meeting, a lead, a proposal and so on. See Getting started.
The reading
One sentence about the company, with a line under it saying what Rople read it from and when ("today 09:12").
The sentence is written from your figures, not chosen from a list, and which part of the business it leads with depends on what your seat answers for. An operations director gets a sentence about delivery. A finance lead gets a sentence about money that has not arrived. An executive gets revenue first. It is the same workspace and the same morning in every case, read from the position each of them has to answer for.
Two rules hold the sentence together. It says nothing about a part of the business the workspace has no records for, and it measures nothing against a target nobody set. A workspace that has not started trading is not a workspace having a bad quarter, and Home will not describe it as one.
The figures
A row of figures, each with a line saying what it means, and coloured only when the number has earned a colour. Pressing one opens the module that would change it.
Which you see depends on your seat, and a figure with nothing behind it gives up its place rather than reporting zero. Revenue, collections and other company money appear on Home only if you can open Finance or Intelligence, and sales value on the Work hub only if you can open Clients. "Projects on schedule: 0 of 0" reads like a company doing badly when it is a company that has not started, so the next figure on your list takes the space instead.
The figures are drawn from revenue closed, close rate, the open pipeline and live leads, projects on schedule and milestones at risk, approvals waiting, budget used and spend committed, collections, money outstanding and overdue accounts, follow-ups due, stock available to sell, and how your team is tracking. Each one is worked out from the records in the module that owns it.
What happened is counted in the cycle running now (a quarter by default; see Cycles), so a new quarter opens at nought rather than with every deal the workspace has ever closed:
- Revenue closed is money a client committed to in the cycle: the contract value of engagements opened in it, with the cycle named under it ("3 contracts signed in Q4 2026"). In a real estate workspace that also records realtor sales no contract covers, the card adds them, and you can swipe through to see contracts and realtor sales apart. It is never the value typed on a lead, which is an estimate and counts only in the open pipeline. A deal won with nothing signed yet counts as a deal, and adds to revenue once its contract is opened.
- Close rate is won against won and lost in the cycle. Early in a cycle, before anything is decided, it says so rather than showing 0%.
- Collections is the money received in the cycle.
These are the same numbers Intelligence › Cycles shows for the cycle running now. A deal counts in the cycle it was won, not the one somebody last edited it in: Rople keeps that day on the lead when it moves to Won or Lost.
What stands today is not limited to the cycle: the open pipeline, what is owed and overdue, projects running late, stock available, the queue.
Needs you
The top five rows of your work queue, each with a coloured dot for the kind of work it is (a follow-up, an approval, delivery, a collection, a promise to pay, an invoice to raise, an issue, an onboarding step, a relationship, a task, or something stuck in a workflow) and its date, in the late colour when it is overdue.
This is the same queue My work shows in full. Home shows the head of it so you can see whether anything is urgent without leaving the page. Pressing a row opens the record. All 12 in My work (with your own count) takes you to the whole queue and its filters.
When nothing is waiting, it says so: no lead has gone quiet, no request is waiting at your seat, and nothing you own is past its date.
What moved
A short list of facts about the workspace right now, across the records you can see: what closed in the cycle, accounts past a due date, money received, projects behind their date, purchase requests waiting on a decision. Each line names the records it was read from underneath and links to them. It is the answer to "what is going on" for somebody who does not want to open six modules to find out.
When the workspace has nothing to report yet, it says so; it fills in as leads close, money arrives and projects move.
Targets
What the figures above are measured against, with a title naming whose targets they are and the cycle running now. If nobody has set a target, this section says so rather than inventing a denominator, and Set one opens Goals & KPIs. A KPI here reads as it does on Goals and KPIs: it does not start again from nought each cycle, and the cycle keeps where it stood when it ended.
The panels that stand in for targets follow the same split: Your pipeline shows what closed in the cycle and its close rate; Collections against plan is the whole book to date (collected against everything contracted), and says so.
What the workspace holds
Six counts at the foot of the page, each a link:
- Open leads, to Leads & pipeline.
- What is available in Offerings, in your workspace's word for it.
- Live Engagements, in your workspace's word for them.
- Projects Running late.
- Purchase requests Awaiting a decision, to Finance › Payables.
- People, to the People overview.
Your first invite
A new workspace shows one extra card above everything else: a prompt to create the team invite code. It disappears once the code exists. The same control lives permanently in Organisation › People & access › People, so dismissing it costs nothing.
On a phone
The top bar carries the Rople logo, search, the Inbox and My work, and the day and the greeting open the page. The figures, Needs you and the rest follow in the same order.
Where Your day went
Your day, and for the head of the business Your business day, used to be buttons on Home. They are now tabs at the top of My work. See Your day and Your business day.
Common questions
Why does my Home look different from my colleague's? Because the reading, the figures and the queue are all written for the seat reading them. Two people in the same company see the same records described in terms of what each of them answers for.
Why is a figure missing? Because there is nothing behind it yet. Rople leaves a number out rather than printing a zero that reads like bad news.
How current is it? The line under the sentence says when it was worked out. Home draws the last answer immediately and corrects it a moment later, so the page is there when you arrive rather than arriving after you.