Home
See what needs you this week: approvals, workflow runs in flight, models waiting on you, and RIA's read on your latest results.
Where: Home
Home is the screen you land on. It answers one question: what needs you right now. Every section opens the thing it lists in one click.
Read the greeting
The heading and the line under it depend on your persona:
| Persona | Heading | Line under it |
|---|---|---|
| Analyst | "Welcome back — here's your week." | "Approvals + agent requests + active runs at a glance." |
| Modeler | "What's on the bench today?" | "Inbox + active workflow runs + the team's recent moves." |
| Operator | "Today's plan." | "Approvals, alerts, and what's queued on your ops board." |
| Executive | "Today's decisions are queued up." | "What needs you, what's in flight, what changed." |
With no persona saved, you get the Analyst greeting.
Pick up a workflow run in flight
When a workflow run is assigned to you, the top of Home follows it:
- Active cycle: the workflow and the model it runs on, with Resume cycle to open the run.
- Stage 2 of 4 (for example), the stage's name, and how it moves on: needs sign-off or manual advance. Waiting on approval shows while an approver holds it.
- ON THE TABLE: the leading scenario (… leads, its value and its difference from Base), up to three scenarios that need a fix, and the top market factor.
Click Diagnose on a scenario that needs a fix. eode makes a workspace named Diagnose — and the scenario's name, focused on that scenario, and opens it.
With nothing in flight, Home says "No active workflow runs assigned to you right now." and offers one button instead: Author a model, which opens the New Model window. Operators get Open a model to plan and executives View latest results; both open the Model Library.
Open a model to run or review
Operators and executives also get a grid of models above everything else: Plans to run ("Open a model to set inputs and run a what-if.") or Models to review ("Open a model to view its latest results."). Each card shows the model's tier and its Base objective. Click a card to open the model, or Browse all for the Model Library.
Clear your inbox
INBOX — NEEDS YOU lists what's waiting on you, with a count. Empty, it says "Nothing waiting. Check back after the next cycle."
| Card | Shows | Buttons |
|---|---|---|
| Approval needed | How long ago, the workflow and the stage, and the model | Review & approve opens the workflow run |
| A request from RIA | What RIA's background check proposes, and on which model | Approve, Snooze 24h, Dismiss |
- Approve applies the proposal. A proposed what-if becomes a scenario: "Scenario created for "…" — open the model to run it." A proposed change to the model opens the model's build with the request filled in.
- Snooze 24h hides the request for a day.
- Dismiss asks first, then removes it.
Background solves shows inside the inbox, under the cards, while a solve runs on its own: Solving — with the time so far, then Solved — objective and the value, or Failed — and the reason. "Long solves run quietly; elapsed time is the signal, not messages."
Pick up a stalled model
MODELS AWAITING YOU lists your models that are stuck on something only you can do. Each row is one button; it names the model and says what's wrong and what clicking does. The section hides when nothing is waiting.
| The row says | Clicking opens |
|---|---|
| Design awaiting your confirmation · Review & confirm | The model's build, at the design sign-off; see Review the design |
| Mapping awaiting your approval · Review the mapping | The model's build, at the mapping review; see Load your data |
| A few questions to sharpen the model · Answer or build | The model's build, at the questions; see Describe your business |
| Build failed — needs your attention · Open authoring | The model's build; see Build and baseline |
| Import in progress · Watch progress | The model's build, while it imports |
| Built - waiting for your numbers · Load data & solve | The model's build, at loading data; see Load your data |
| Imported data needs review · Open reconciliation | Reconciliation; see Start from a workbook |
| Choose which scenario to import · Open picker | The Model Library |
Follow workflow runs
ACTIVE PROCESSES lists the workflow runs assigned to you: the workflow and the model, a dot per stage with how many are done and the current stage, gate when it waits on sign-off, and the comment and scenario counts. Click a row to open the run, or See all for Workflows.
Read RIA's review of your results
NEEDS YOUR REVIEW has one row per model: RIA's verdict on the scenario you last worked on, its top finding, and the scenario's name. The verdict reads clear, to check or blocker, or a headline in its place. Click a row to open the model's Overview.
Empty, it says "Nothing to review yet — run a scenario on a model and RIA will weigh in here."
See what's happening outside
OUTSIDE CONTEXT is one line, closed until you click it: · 3 market factors RIA is watching (for example). Open, it shows each factor with a short summary and the model it affects; click the model's name to open its Scenarios. eode remembers whether you left it open.
Jump to your models and workflows
The right column has two short lists, each with See all:
- MY MODELS, with the total. Each row shows Organizational or Personal; click it to open the model's Overview. Hover over a row for Edit, which opens the model's build. Operators and executives don't get Edit. The list hides when you have no models.
- MY WORKFLOWS, each Published or Draft. Click one to open Workflows.
Switch to your organization's view
Organization owners and admins get SCOPE at the top right of Home: Me or Org. Org widens every section to the whole organization. eode remembers your choice for you in this browser.
At Org scope, an empty ACTIVE PROCESSES reads "No workflow runs in the org right now."
If Home doesn't load
Home shows Loading your week… while it fetches, then Failed to load: and the reason if it can't. Reload the page. If it keeps failing, see Troubleshooting.
Limits
- MODELS AWAITING YOU looks at your 8 most recently changed models only. An older stalled model shows in the Model Library instead.
- MY MODELS, MY WORKFLOWS, ACTIVE PROCESSES, NEEDS YOUR REVIEW, OUTSIDE CONTEXT and the operator and executive grid show up to 8 each.
- Up to 5 requests from RIA and up to 3 needs a fix scenarios.
- Snooze 24h hides a request for 24 hours.
- Background solves checks every 15 seconds, and shows only when the inbox has an approval or a request in it.
Related
- Workflow runs: approve a stage, discuss, track
- Model home: a model's own overview
- Roles and personas: what your persona changes on Home