Dashboard

Where to find it: Sidebar > Work > Dashboard

The Dashboard gives you a bird’s-eye view of how projects and the business are doing. It shows key metrics and charts to help you understand project health at a glance.

This page is hidden for the Accounting role.

What You’ll See

The Dashboard displays high-level metrics about active projects, revenue, and team activity. The exact layout may vary based on your role — managers see more financial detail than employees.

When to Use It

The Dashboard is most useful for:

• Weekly check-ins — Get a quick read on overall project health
• Before client meetings — Review project status and financial position
• Planning sessions — Understand capacity and pipeline before making commitments

For your daily priorities, use Focus instead — it’s designed for action, not overview.