Your dashboard gives you an instant, high-level snapshot of your business the moment you log in—pulling together your leads, tasks, projects, and finances so you spend less time clicking around and more time moving work forward.
Quick Fundamentals
Live Workspace Syncing: Your dashboard mirrors your account in real time. Keep your leads, invoices, and tasks updated, and your widgets will automatically reflect an accurate view of your day.
Permissions Based Visibility: What you see depends on your user permissions. Teammates get the specific operational views they need while sensitive business data stays secure.
Customize your view!
Head to the settings icon in the bottom right to turn widgets on or off, or simply drag and drop them to design the perfect control center for your day.
Dashboard Widgets Explained ✔️
Active Projects
Quickly see everything currently on your plate at a glance.
What You’ll See: All active projects you’ve created or been added to as a team member. (Note: Account Owners are automatically added to all projects by default).
Current Leads
Track potential clients moving through your pipeline so you know where to focus your follow-ups.
What You’ll See: The total number of open leads based on your Booking Process settings. A red badge highlights NEW leads waiting for review.
Overdue Tasks
Spot past-due assignments immediately so you can re-prioritize and keep your event timelines moving forward.
What You’ll See: All incomplete tasks assigned to you that have passed their due date.
YTD Revenue
Track your business growth and total earnings over the course of the year.
What You’ll See: Your Year-To-Date revenue calculated directly from completed invoice payments.
Financial Snapshot
Monitor your overall cash flow and keep tabs on outstanding payments across all your active invoices.
What You’ll See:
Total Invoiced: The cumulative dollar value of all created invoices.
Paid: Total funds successfully collected to date.
Partially Paid: Invoices with initial deposits or active payment schedules in progress.
Unpaid: Unscheduled and Scheduled balances awaiting upcoming due dates.
Overdue: Past-due balances that require immediate follow-up.
7-Day Calendar
Keep an eye on your short-term schedule without needing to open the full calendar.
What You’ll See: A rolling 7-day view of your upcoming events, meetings, walkthroughs, and key project deadlines.
Unread Notifications
Catch up on team updates instantly so nothing critical slips through the cracks.
What You’ll See: A list of unread workspace alerts, client updates, and team mentions.
Urgent Tasks
Stay focused on immediate priorities without getting overwhelmed by your entire checklist.
What You’ll See: High-priority tasks assigned to you that are past due or coming up within the next 7 days.
We hope this new view helps bring clarity and ease to your everyday workflow! As you explore your dashboard, don't hesitate to reach out to our team if you need a hand adjusting permissions or customizing your widgets. Happy planning!