Dashboard

Overview widgets for active work, revenue, opportunities, and action items.

The dashboard is the home screen after sign-in (when Setup is finished).

What you see

Active quotations and invoices
Ongoing projects
Revenue from closed (reconciled) work
Opportunities pipeline
Documents that will expire
Follow-ups that are due
Action items for missing next steps (invoice after accepted quotation, project after paid invoice, close after delivered)

Open a widget to go to the list. Use + to create a record. See Quick create.

If Setup is not finished, owners and admins also see a Setup banner. See Set up your workspace.