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GuidesUsing the Company Dashboard

Using the Company Dashboard

The Company Dashboard is where you go to learn everything about a specific company — its business profile, financial health, recent news, key people, web presence, and hiring activity. It’s the central research hub that helps you decide whether a prospect is worth pursuing and how to approach them.

When to use the Company Dashboard

The Company Dashboard is your go-to tool whenever you need to go deeper on a company. Here are the most common scenarios:

  • Qualifying a new prospect — Before marking a company as Qualified or Ignored, open the dashboard to check whether it truly fits your ICP. Look at the Goava Fit indicators, review financials, and scan recent news.
  • Preparing for outreach — Use the People tab to find decision-makers with email addresses, check the company’s social media links, and read the About section to understand what the company actually does.
  • Researching before a meeting — Pull up the News tab to see what’s been happening recently. Check the Financials tab for revenue trends and growth trajectory. This gives you talking points and shows you’ve done your homework.
  • Monitoring existing customers — Switch to the Customers view in Dashboard mode to keep tabs on your customers’ financial performance, hiring activity, and news. Catch signals like revenue growth (upsell opportunity) or layoffs (churn risk) early.
  • Evaluating company health — Use the Financials tab to compare year-over-year metrics like revenue, EBIT, and employee growth. A company with strong revenue growth but declining margins tells a different story than one with steady, profitable growth.
  • Finding the right contact — The People tab lists key contacts with their roles and email addresses. Combined with the Contacts with Email section on the Overview tab, you can identify who to reach out to without leaving Goava.

Before you begin

  • You need to be viewing a segment, list, or customer view in Dashboard mode (not List mode).

Opening the Company Dashboard

  1. From any segment or list, switch to Dashboard view using the dropdown in the toolbar.
  2. Companies appear as cards in the left panel. Click on a company to expand its full dashboard on the right.
  3. Use the tabs at the top of the company detail area to switch between different types of intelligence.

Tabs in detail

Overview tab

Your starting point for any company. Shows a comprehensive snapshot:

  • About the company — Website preview image, CVR/registration number, registration date, website URL, industry code and name, company form (e.g., Aktieselskab), and activity text describing what the company does.
  • Financials summary — A quick-glance table with employees, total assets, and yearly result, plus a revenue/result chart.
  • Contact — Physical address, postal address, phone number, and website link with a copy button.
  • Goava Fit — Visual indicators showing how the company matches your criteria. Green checkmarks for matches (e.g., “Revenue above 4.5 million EUR,” “5+ employees,” correct location), and flags for mismatches (e.g., industry mismatch).
  • Customers Similar to — Companies in your customer base that resemble this prospect, helping you pattern-match.
  • Qualification Criteria — Your organization’s up-to-3 custom criteria displayed for quick reference.
  • Contacts with email — Key contacts that Goava has found with verified email addresses.
  • Social media — Direct links to the company’s Facebook, Instagram, X (Twitter), YouTube, and LinkedIn profiles.

Tip: The Goava Fit section is the fastest way to assess fit at a glance. If the key indicators are green, the company is likely worth your time.

News tab

Stay up to date on what’s happening with a prospect or customer:

  • Search bar — Filter articles by keyword to find specific topics.
  • News articles — Each article shows the title, source publication, date, news tags, a preview image, and a summary. Articles cover topics like financial reports, company milestones, leadership changes, and market events.
  • Find more news — Link to discover additional coverage beyond the default view.

Good to know: News is a powerful trigger for outreach. A company that just reported record revenue, raised funding, or announced expansion plans is far more receptive to a sales conversation.

Financials tab

Dig into the numbers to understand a company’s financial trajectory:

  • Company/Group toggle — If the company belongs to a corporate group, switch between viewing the individual company’s financials or the entire group’s.
  • Revenue & result chart — A visual chart plotting revenue and yearly result over time. Toggle between metrics using the legend.
  • Summary table — The latest year’s key metrics: revenue, employees, total assets, and yearly result, each with a trend indicator (up/down arrow).
  • Key figures table — A multi-year comparison table covering:
    • Revenue (kEUR) and year-over-year revenue change (%)
    • Number of employees and employee change (%)
    • Operating result / EBIT (kEUR) and operating profit margin (%)
    • Quick ratio (%) and gross profit margin (%)
    • Total assets (kEUR) and yearly result (kEUR)

Tip: Look at revenue change % alongside employee change % to gauge efficiency. Strong revenue growth with stable or declining headcount often signals a company that invests in tools and technology — a good sign for B2B software sales.

Web tab

Provides a snapshot of the company’s website and web technology stack. Useful for understanding how digitally mature a prospect is and what tools they already use.

People tab

Lists key contacts at the company including:

  • Names and job titles/roles
  • Email addresses (when available)
  • Contact details

This tab is essential for identifying decision-makers and building your outreach list without leaving Goava.

Recruitments tab

Shows active job postings and recent recruitment activity. This is a strong buying signal — companies that are actively hiring in relevant areas (e.g., sales, engineering, operations) are often growing and investing.

Company actions

From the company card header, you have quick-action buttons:

  • Qualify — Mark the company as a good prospect. If your list has a configured “Successful list action,” the company is automatically moved or added to the designated list.
  • Ignore — Mark as not a fit. If your list has an “Unsuccessful list action,” it triggers automatically.
  • Research — Generate an AI-powered summary of the company. Great for getting a fast overview before diving into individual tabs.

From the Actions menu dropdown:

  • Edit Alias — Change the display name for this company in your view
  • Assign to — Assign the company to a specific team member
  • Add to list — Add to an existing list for tracking or pipeline management
  • Export to CRM — Push the company directly to your connected CRM
  • Create new list — Start a new list with this company as the first entry
  • Mute all news from this company — Stop showing news updates for this company if they’re not relevant

Putting it all together: a typical research workflow

  1. Start with Goava Fit on the Overview tab — does the company meet your basic criteria?
  2. Scan the financials summary — is the company the right size and showing healthy trends?
  3. Check News — is there a recent trigger event you can reference in outreach?
  4. Review People — who is the right person to contact?
  5. Hit Qualify to add to your pipeline, or Research to generate an AI summary for your CRM notes.
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Managing ListsQualifying & Ignoring Prospects