Understanding the dashboard (MA)

A Simple Guide to Understanding the Spear Dashboard

Your dashboard is your prospecting command center. Here's what each section does:

1. Home Overview of new suggestions, message status & key metrics.

2. Suggestions Approve or deny new prospects — Tinder-style!

3. Like the prospect but not the trigger? Click Review Message → Monitor to resurface them when a new trigger is found.

For more information about this feature, click here.

4. Prospects View all approved, monitored, denied & archived contacts.

For more information about this feature, click here.

5.  Lists Upload and manage your own prospect lists.

This section lets you upload and manage your own prospect lists, allowing the system to process them and track results, including monitoring, contact status, and ICP matching.

For more information about this feature, click here

6. Campaigns : Create & manage outreach campaigns, test copies & ICP variations.

For more information about this feature, click here.

7. Messages

Inbox for all prospect replies. AI flags high-interest leads automatically.

💡 Timezone: All activity shows in each prospect's local time — so you know the best moment to reach out and avoid contacting them outside business hours.

For more information about this feature, click here.

8. Triggers

Select the signals Spear searches for. More triggers = more prospects.

For more information about this feature, click here.

9. Analytics

Track your full funnel: Contacted → Connected → Replied → Booked.

How does Spear know if a prospect has scheduled a meeting? Find out more here

10.

Profile Settings Personal account-level settings — changes here only affect your own profile.

• Personal Info – Update name, email, company, timezone & photo
• LinkedIn Connections – Upload your connections to avoid messaging existing contacts
• Excluded Companies – Manage companies you want to skip from outreach

11. General Settings Organization-level settings — changes here affect all users under the account. Access it from the gear icon at the bottom-left corner of the dashboard.

• Integrations – Connect your CRM
• Profiles – Add, edit or remove team members
• Value Proposition – Helps Spear improve prospect targeting accuracy

For more information about this feature, click here.

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