The dashboard is the first screen you see after logging in. It gives you a quick overview of your business activities and performance.
🔹 Key Sections #
1. Performance Summary
- Invoices Awaiting Payment
- Converted Leads
- Projects in Progress
- Tasks Not Finished
These help you quickly understand what needs attention.
2. Business Overview
- Invoice status (Draft, Sent, Paid, Overdue)
- Estimates and proposals
- Daily to-do items
3. Work Management
Access tabs like:
- Tasks
- Projects
- Reminders
- Support Tickets
- Announcements
4. Calendar
- View upcoming tasks and events
- Plan your work schedule
5. Reports & Insights
- Leads overview
- Project progress
- Ticket status
- Goals tracking
💡 Tip: Check your dashboard daily to stay updated on tasks and performance.
