My Board OS

Your Dashboard

Your dashboard is the home screen after you log in. It gives you a quick read on your organization, usage, and what needs attention.

Header Band

At the top you see your organization name, logo, type (nonprofit, SMB, or association), parliamentary mode, and current plan tier.

Onboarding Prompts

If you have not yet held your first board meeting, a call-to-action banner encourages you to complete your profile and schedule that introductory session. The first meeting is included free and does not count against your live session limit.

Quick Actions

Shortcuts to start a live session, schedule a meeting, or open your company profile.

Usage Metrics

Your dashboard tracks consumption against your plan limits:

  • AI tokens used
  • Live sessions used
  • Executive reviews used
  • Director sessions used
  • Completed meetings total

SUCCESS KPIs

Active KPI cards from your company profile appear with trend charts so you can see progress at a glance.

Upcoming Meetings

The next five scheduled sessions with type, date, and status.

Open Action Items

Tasks and unanswered chair questions from recent meetings. Click through to the full actions list to mark items complete or respond.

Recent Meetings

Your last five held meetings with links to transcripts, minutes, and session summaries.

Subscription Welcome

After a successful checkout, a welcome banner confirms your subscription is active.

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