Dashboard
See how your business is doing at a glance, from money received to open deals and work in progress.
Your dashboard shows how the business is doing in one screen: money in and owed, deals in the pipeline, projects and tasks. Select a number to open the list behind it.
Start here
- Open Dashboard in the sidebar and switch between the dashboards in the header.
- Customize a dashboard so the numbers you check most come first.
- Create a dashboard for a different job, such as sales or finance.
What you see
Owners and admins start with built-in General, CRM, Finance and Projects dashboards. Members start with My Work, which shows their tasks, active projects and clock in/out.
Use 7D, 30D or 3M in the header to choose the period the widgets cover. Revenue is the money you actually received in that period, less refunds, so it matches the finance reports for the same dates.
Dashboard or Inbox?
Use the dashboard to see how the business is doing. Use the Inbox, just above Dashboard in the sidebar, for what is waiting on you personally: approvals, tasks coming due, documents to sign and updates from your team.
Everything in Dashboard
- Create and manage dashboards: templates, renaming, sharing with your team and deleting.
- Customize a dashboard: add, remove, move, resize and set up widgets.
- Widget reference: what each widget shows and how it counts.
- Troubleshoot dashboard data: empty widgets, numbers that don't match and missing widgets.