Overview
The Dashboard is your personalised helicopter view of your business. Every user gets a dashboard tailored to their role, showing the information most relevant to how they work.
When you log in, the Dashboard is the first thing you see. It surfaces the things that need your attention so you can quickly decide what to focus on.
Owner / Super Admin Dashboard
Owners and Super Admins see the most comprehensive view, covering both financial and operational activity across the account.
Widgets include:
- Overdue Invoices — invoices that have passed their payment terms and need follow-up
- Expenses Needing Approval — expenses submitted by team members awaiting sign-off
- Forgotten Invoices — draft invoices that have not been finalised or sent
- Time Logged Today / Yesterday — a quick view of team productivity
- Upcoming Milestones — project milestones approaching their due dates
- What Everyone is Working On — a live view of tasks currently in progress across the team
- Current Workload — how tasks are distributed across team members
Admin Dashboard
Admins see most of the same widgets as Owners, particularly those related to user activity, tasks, and time tracking. Some financial and account-level widgets may be restricted depending on the specific permissions granted.
General User Dashboard
General Users see a focused view limited to their own work:
- Tasks — tasks assigned to them and their current status
- Time — time logged today and recent time entries
Accountant (Bookkeeper) Dashboard
The Accountant role sees widgets related to the financial health of the account, including accounting-related summaries and items that need attention from a bookkeeping perspective.
Note: Each user's dashboard updates in real time as activity happens across the account. You do not need to refresh the page to see the latest information.