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TOOL STACK

Watchlists & Dashboard

Your command center. Save schools, track changes, and see personalized insights — all from a single dashboard tailored to your role and goals.

Tools in This Stack

Saved Schools

Bookmark schools and districts to named watchlists. Organize by territory, deal stage, grant target, or any custom grouping. Get alerts when data changes.

Explorer (3 max)

My Dashboard

Personalized home screen with role-specific quick actions, recent activity, saved school highlights, usage stats, and relevant platform updates.

Explorer

Get Started: Example Use Cases

Territory Manager

Create a watchlist for each territory. When new funding data drops, you'll know which accounts to prioritize without searching manually.

Grant Writer

Save your client schools and monitor for funding changes. When new Title I allocations are released, you'll see them on your dashboard immediately.

Daily Briefing

Open your dashboard each morning to see what changed overnight — new data releases, saved school updates, and recommended actions based on your role.

Account Executive

Organize saved schools by deal stage: Prospecting, Pitched, Negotiating, Won. Your dashboard becomes a lightweight CRM powered by real school data.

Save More Schools, See More Changes

Explorer accounts save up to 3 schools. Upgrade to Starter for 25 saved schools with change alerts, or Business for unlimited team watchlists.

Upgrade to Starter See All Plans

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