---
title: Homepage Overview
description: homepage overview, dashboard, date filter, metrics tiles, view as admin, home page navigation
---

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1. [Cloverleaf AI Support](https://help.cloverleaf.ai/knowledge-base?hsLang=en)
2. [Getting Started](https://help.cloverleaf.ai/knowledge-base/getting-started?hsLang=en)

# Homepage Overview

## Your real-time view of activity, signals, and campaigns - all in one place. The Cloverleaf AI homepage gives you an at-a-glance summary of what's happened across your markets and quick access to the signals that need your attention.

### **Date Filter**

At the top of the homepage, use the date filter to set the time range for your metrics and signals view. Choose from the last **7**, **30**, or **90 days**, or set a **custom date range**.

Admin users can view any team member's usage and signals by selecting them from the **View As** button - useful for reviewing activity across your team without switching accounts.

![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Jun-18-2026-06-20-21-4424-PM.png?width=670&height=108&name=image-png-Jun-18-2026-06-20-21-4424-PM.png)

---

### **Metrics Tiles**

Below the date filter, four tiles display key activity metrics for the selected date range:

**Meetings / Documents Analyzed**  
The number of unique meetings and documents analyzed across all insights generated for you in the selected date range.

**Meetings / Documents Viewed**  
The number of meeting and document detail pages you opened in the selected date range.

**High Value Signals**  
Insights with a score of 7 or higher generated in the selected date range - your strongest leads and most relevant findings.

**Active Campaigns**  
The total number of Campaigns currently assigned to or owned by you.

---

### **Signals Feed**

The left side of the homepage displays your **Signals Feed** - a running list of all signals you've received in your daily and weekly Signals emails.

**Searching and Sorting**

- Use the **search bar** to find a specific signal by keyword or meeting name
- Sort by **Highest-Rated** or **Newest** signal first - defaults to Highest-Rated

**Filtering**

- **Filter by Campaign** - Narrow the feed to signals from a specific Campaign
- **Filter by Organization** - Narrow results to a specific municipality or government entity
- **Filter by State** - Limit signals to a specific state
- **Toggle between Unseen and Seen signals** 
    - **Unseen** - Signals that were sent to your email but not yet clicked on
    - **Seen** - Signals you've previously opened

![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Sep-10-2026-06-10-53-2190-PM.png?width=670&height=231&name=image-png-Sep-10-2026-06-10-53-2190-PM.png)

**Interacting with Signal Cards**  
Each Signal card has several ways to interact with it:

- **Click the card** - Opens the Signal summary so you can read the full insight without leaving the homepage
- **Click the channel name** - Opens the Channel Detail Page for that government entity
- **Click the view meeting/document button** on the far right - Opens the full meeting or document. If the signal came from a Campaign, the Campaign's search terms are carried through so you land on the meeting or document with those keywords already applied
- **Click Save** - Adds the Signal to your Tasks feed so you can come back to it later
- **Click Hide** - Removes the Signal from your feed

![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Sep-10-2026-06-09-55-7934-PM.png?width=540&height=304&name=image-png-Sep-10-2026-06-09-55-7934-PM.png)

**Finding Hidden Signals**  
If you've hidden a Signal and want to find it again, use the **Show Hidden** toggle at the top of the Signals Feed to surface any signals you've previously hidden.

![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Sep-10-2026-06-09-12-5722-PM.png?width=670&height=96&name=image-png-Sep-10-2026-06-09-12-5722-PM.png)

---

### **Tasks Feed**

The **Tasks Feed** lets you save signals you want to come back to and track them like a to-do list. When you click **Save** on a signal in the Signals Feed, it lands here.

**Filtering Your Tasks**

- Use the **search bar** to find a task by keyword
- Filter by **Status** - All, To Do, or Done
- Filter by **Type** - All Types, Meetings, Documents, or People

![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Sep-10-2026-06-07-58-1822-PM.png?width=625&height=445&name=image-png-Sep-10-2026-06-07-58-1822-PM.png)

**Managing Tasks**  
Each task supports three actions:

- **Mark as Done** - Moves the task to the Done list
- **Mark as To Do** - Moves a completed task back to the To Do list
- **Delete** - Completely removes the task from your Tasks feed

---

### **View As**

**Admin** users have a "View As" button which allows them to view a specific user on their team's overview page. 

![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Jun-23-2026-06-51-36-1949-PM.png?width=629&height=99&name=image-png-Jun-23-2026-06-51-36-1949-PM.png)

![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Jun-23-2026-06-51-21-6598-PM.png?width=670&height=91&name=image-png-Jun-23-2026-06-51-21-6598-PM.png)

---

 

*Questions? Contact us at [support@cloverleaf.ai](mailto:support@cloverleaf.ai)*

- [Getting Started](https://help.cloverleaf.ai/knowledge-base/getting-started?hsLang=en#main-content)

    - [Login + Settings](https://help.cloverleaf.ai/knowledge-base/getting-started?hsLang=en#login-settings)
    - [Default Email Client](https://help.cloverleaf.ai/knowledge-base/getting-started?hsLang=en#default-email-client)
- [Search](https://help.cloverleaf.ai/knowledge-base/search?hsLang=en)
- [AI Tools](https://help.cloverleaf.ai/knowledge-base/ai-tools?hsLang=en#main-content)

    - [Meeting Insights](https://help.cloverleaf.ai/knowledge-base/ai-tools?hsLang=en#meeting-insights)
    - [Channel Insights](https://help.cloverleaf.ai/knowledge-base/ai-tools?hsLang=en#channel-insights)
    - [Meta Analysis](https://help.cloverleaf.ai/knowledge-base/ai-tools?hsLang=en#meta-analysis)
- [Campaigns](https://help.cloverleaf.ai/knowledge-base/campaigns?hsLang=en#main-content)

    - [Campaigns](https://help.cloverleaf.ai/knowledge-base/campaigns?hsLang=en#campaigns)
    - [Signals Emails](https://help.cloverleaf.ai/knowledge-base/campaigns?hsLang=en#signals-emails)
- [Meetings and Documents](https://help.cloverleaf.ai/knowledge-base/meetings-and-documents?hsLang=en#main-content)

    - [Videos](https://help.cloverleaf.ai/knowledge-base/meetings-and-documents?hsLang=en#videos)
    - [Documents](https://help.cloverleaf.ai/knowledge-base/meetings-and-documents?hsLang=en#documents)
- [Channels](https://help.cloverleaf.ai/knowledge-base/channels?hsLang=en)
- [Best Practices](https://help.cloverleaf.ai/knowledge-base/best-practices?hsLang=en)
- [Admin Tools](https://help.cloverleaf.ai/knowledge-base/admin-tools?hsLang=en)
- [FAQs](https://help.cloverleaf.ai/knowledge-base/faqs?hsLang=en)

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