Find it in Console, Home, the role and cadence label in the page header (for example Optimize • Daily check). Last updated 9 Oct 2026.
Overview
Two dials shape Home. Your role decides which sections show and in what order. Your cadence decides what leads and what today is graded against. Home always shows today; a cadence changes the yardstick, not the day.How it works
1
Open the setup menu
On Home, select the label in the page header, for example Optimize • Daily check.
2
Pick a cadence
Open Cadence and pick one. Hover the info icon beside each to read what it does.
3
Pick a role
Open Role and pick the one that matches your job.
4
Read the day
Home reorders and re-grades at once. Any single change you make after that, such as a section you hide, stays yours.
Cadences
A cadence sets four things in one pick: the comparison, the sections that lead, the three Intraday tiles, and the Capture tab that opens first. Missed GMV always stays on Intraday.
War room opens Capture on Boost budgets. Monthly review opens Capture on Reconcile budgets.
Switch to War room before a sale
When a sale event on your calendar is two days away or closer, Home shows one line under the header that names the event and asks whether to switch this page to War room. Select Switch to War room to apply it, or dismiss the line.Roles
Your role is the story Home tells, top to bottom. It starts from the role you picked when you set up your workspace. If you never picked one, Home uses Optimize.
Orchestrate leaves out Agents activity and Agents calendar, because run-level detail belongs to each market’s team. Add them back in Sections if you want them.
Use it
Combine a cadence and a role
The two dials are independent. A media lead might run Steer • Daily check every morning and Steer • Monthly review at month end. Save each one as a view to switch in one click: see Save a Home view.Bring back a hidden section
Open Sections and check it again. Hiding a section never deletes it.Ask Botep
FAQ
Does a cadence change the date range on Home?
Does a cadence change the date range on Home?
No. Home always shows today. The cadence changes what today is compared with and which sections lead.
Does changing my role here change my permissions?
Does changing my role here change my permissions?
No. The Home role only orders sections. Access to ad accounts and settings comes from your member role. See Members and roles.
Related
Home
What each section answers.
Save a Home view
Keep a setup and switch in one click.
Weekly and monthly review
Run the review cadences step by step.