Dashboard
Widget reference
What each dashboard widget shows and how its numbers are counted.
Each widget summarizes one part of your business. Select a number or row to open the records behind it.
How money is counted
- Revenue is money you actually received: payments on the date they were paid, part payments when they arrive, less refunds in the period the refund happened. It matches the Revenue summary and Profit and loss reports for the same dates.
- Expenses count only approved and paid expenses. Drafts, expenses waiting for approval and rejected expenses are left out.
- Totals are shown in one currency at a time.
General
| Widget | What it shows |
|---|---|
| Key metrics | Revenue, contacts, tasks and deals for the period. The Revenue card says Payments received and opens Finance › Payments. |
| Revenue | Paid and outstanding invoice amounts over time. |
| This week | What needs attention this week, such as overdue invoices and upcoming tasks. |
| My tasks | Your open tasks by urgency, with quick add. |
CRM
| Widget | What it shows |
|---|---|
| CRM metrics | Contacts, accounts, pipeline value and win rate. |
| Sales pipeline | Open deal value by stage. |
| Recent activity | The latest changes across your workspace. |
| Open deals | Deals closing soonest, with a weighted forecast. |
Finance
| Widget | What it shows |
|---|---|
| Finance metrics | Revenue, Outstanding (what clients still owe, with how many invoices are overdue), Expenses and Net income. Each card shows the change against the previous period. |
| Cash flow | Money in, money out and the net amount over time. |
| Expenses by category | Where spending went in the period. |
| Recent invoices | Invoices issued in the period. |
Projects
| Widget | What it shows |
|---|---|
| Project metrics | Projects, hours tracked, completed tasks and team size. |
| Task throughput | Project tasks added against tasks completed over time. |
| Team workload | Finished and open tasks per person. |
| Active projects | Projects in progress, with their deadlines. |
HRM
| Widget | What it shows |
|---|---|
| Clock in/out | Clock in and out from the dashboard, with today's state and a weekly summary. Needs an employee profile in HRM. |