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Getting StartedoverviewFor all · Updated 2026-09-16

Understanding the Dashboard

The dashboard gives an at-a-glance view of your business — read the key numbers and charts, and dig into any of them.

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The dashboard summarizes totals and recent activity across the modules enabled for your account, such as clients, leads, tasks, projects and finance.

Each widget is a live summary — for example paid invoices, open tickets, hours logged, pending tasks or client earnings. A widget links back to its source module so you can see the detail behind any number.

  1. 1Drill into a number

    1. 1.Open the Dashboard from the main menu.
    2. 2.Find the widget that interests you.
    3. 3.Select the widget (or its View link) to open the matching module screen.
    4. 4.Apply filters or date ranges there to narrow the data down.
    Tip: If a widget is missing, an admin can personalize which widgets the dashboard shows.

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