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Overview
Executive overview
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Jordan Lee
Analytics
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Settings
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Analytics settings
Dashboard preferences and defaults
Dashboard
Default landing view
Which screen opens when you enter Analytics
Executive overview
Cross-module
Default time period
Applied across dashboards on load
This week
This month
Compact widget density
Fit more cards per screen
Notifications
Threshold alerts
Runway, cash flow, and other critical thresholds
Milestone notifications
Goal completions and streak milestones
Weekly AI briefing
Summary email every Monday at 8am
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