Dashboard

The Dashboard gives you a real-time snapshot of your business with key performance indicators and recent activity.

What you can see

• Revenue summary - Total invoiced amount for the current period
• Outstanding invoices - Unpaid invoices and overdue amounts
• Active projects - Number of projects currently in progress
• Task overview - Tasks grouped by status (to do, in progress, done)
• Recent activity - Latest actions performed in the workspace

Filters

• Use the company selector in the sidebar to view data for a specific company or all companies
• Some widgets allow you to switch between time periods (month, quarter, year)

tip

The Dashboard is the first thing you see after selecting your workspace. Bookmark it for quick access to your business overview.