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My Network

My Network is the visual view of how your relationships actually flow. It plots every partner who has introduced someone to you (or to whom you've made an intro) as a node on a graph, draws lines for the intros that happened, and adds dollar signs where revenue followed. It's the page to open when you want to see who in your network is doing the work, who's gone quiet, and where the gaps are.

Where to find it

Where to find it: Sidebar → My Network. Direct URL: /dashboard/my-network.

The My Network page. The orange network icon and title at the top. The Ask AI button, the time-window switcher (6m, 12m, 24m, All), and the attribution toggle (Full credit, Discounted) sit in the top right. The Connection Graph fills most of the page below.

It's one scrolling page, not a set of tabs. From top to bottom you get a stats strip (people in your network, network revenue, average hops to revenue, top connector), a headline insight calling out your strongest path to revenue, the Connection Graph, a Top Connectors by Network Value table, and a Strengthen Your Network section with the highest-leverage moves you can make right now.

How to read the graph

The graph plots:

  • You as the center node.
  • Each partner who's been part of an intro you made or received as an outer node.
  • An edge between two nodes if there's been at least one intro between them.

Bigger nodes are partners who've contributed more. Lines that are thicker carry more dollars. Click any node to highlight everyone they've introduced you to and show that partner's contribution in the right-hand detail panel.

The Controls in the Top Right

Three controls live in the page header:

  • Ask AI. Opens your assistant with your network already in context, so you can ask questions about it in plain English.
  • Time window. The buttons 6m, 12m, 24m, All filter the graph and revenue to that window. The default is 12m.
  • Attribution mode. Two options:
    • Full credit. Every connection in the chain gets full credit for downstream revenue. If A introduced you to B, who introduced you to C, who closed a deal worth $50k, both A and B get credit for the full $50k.
    • Discounted. Closer connections get more credit. The further away the connection, the less it counts.

The default is Full credit, which is the right view for celebrating who in your network connected you to your best deals. Switch to Discounted when you want a single ranked list that doesn't double-count multi-hop introductions.

Focus the Graph

The Connection Graph card has its own controls. A row of view pills, Everyone, Intros I made, Intros I received, Referrals I gave, and Referrals I received, narrows the graph to one kind of relationship, and a Revenue only toggle hides anyone with no revenue attached. A short line under the pills explains what the active view shows.

Tip

The most surprising number in this view is who your top connector is. Click the Show top connector button (top right of the Connection Graph card) to highlight them. It's almost never the partner you'd guess off the top of your head.

Explore the graph

Where to find it: Connection Graph card.

Click any node and the right-hand detail panel opens. It shows that partner's:

A partner node selected. The graph dims everyone else and highlights the lines into and out of the selected partner. The detail panel on the right shows their revenue contribution, intro count, and the people they connected you to.

  • Revenue contribution. How much downstream revenue you can attribute to this partner, in the current attribution mode.
  • Intro count. How many intros they've made or been part of, given vs received.
  • Who they connected you to. The people that ran through them, with what came of each.

When a partner is selected, a story timeline of every intro that ran through them appears below the graph. Click another node to switch to that partner. Press Escape, click empty space, or click the same node again to deselect. If you're looking for a specific person, use Find a partner in the Connection Graph card header to jump straight to their node.

Below the graph, the Top Connectors by Network Value table ranks the 25 partners contributing most revenue (it shows five at first, with a Show more button), so you can compare the picture to a sortable list.

Tip

If the graph looks empty or has only one node (you), it's because you haven't logged enough intros yet. Add a few past intros from the Introductions section or import them in bulk from the Build Out Your Network screen, and the graph fills in.

Act on your network

Where to find it: My Network → scroll to the Strengthen Your Network section.

This is the what should I do about my network this week view. It used to live on separate Actions and Untapped tabs; both are now folded into one section of prioritized play cards lower on the page.

The Strengthen Your Network section. Play cards labeled Replicate what works, Unstick stalled intros, and Open a new door. Each card shows a partner, why it matters, and a button to act.

The cards come in three flavors, ordered by leverage:

  • Replicate what works. A partner who keeps sending you intros that convert. The button asks them for more.
  • Unstick stalled intros. An intro that replied or met but hasn't moved since. The button drafts a follow-up.
  • Open a new door. A lookalike: someone who resembles one of your proven connectors but hasn't been activated yet. The button asks for a first intro.

The expanded Strengthen Your Network section, surfacing more Open a new door lookalike cards for partners who resemble your top connectors.

Each card has a primary button (Ask for more intros, Send follow-up, Ask for an intro) plus a View partner link. Action cards also let you Snooze for a week or Dismiss. Use Show more to see the full set, including more lookalikes.

Tip

The Strengthen Your Network section is more useful than the graph for daily work. The graph is for understanding your network, this section is for moving on it. Lookalikes are most valuable once your assistant has enough data on your top connectors to recognize the pattern, so check back every month or so.

Get more out of your assistant

The graph and the lookalikes both depend on your assistant having good data:

  • Log past intros. The graph is built from your introduction history. The more intros you've logged (especially older ones with outcomes), the richer the graph.
  • Mark intros as won when they convert. Without an outcome, an intro is just a meeting. Add the dollar value when a deal closes.
  • Keep your partner profiles current. The lookalikes use type of business, expertise, and Desired Referral Partner Types to find matches. Stale profiles produce weak suggestions.

The Ask AI button at the top of the page (orange, with a sparkles icon) opens your assistant pre-loaded with your network context. Ask things like "Who in my network has gone quiet?" or "Which partner has introduced me to the most attorneys?" and the assistant answers from the same data the graph is built on.

On the iOS app

Where to find it: Bottom navigation → Profile tab → My Network, or ask your assistant.

On iOS the graph collapses to a stacked layout: the graph card on top, the detail panel below it when a partner is selected. Tapping a node selects it the same way clicking does on desktop. The Strengthen Your Network section uses the same vertical card stack as desktop.

For ad-hoc questions the chat path is faster. Try "Who's my top connector this year?" or "Show me partners who've gone quiet."

Tip

The graph is most readable on a tablet or desktop. On a phone, the Strengthen Your Network section is usually the better view because the cards are sized for a vertical screen.

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  • Making and tracking introductions
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