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Help Center / Your workspace / The admin dashboard
The admin dashboard
What's on your dashboard, what each card means, and what the alerts are for.
Your dashboard (Dashboard in the sidebar) is your team's home base. It shows what needs attention across all your clients, using cards you can rearrange and resize. See Customizing your dashboard.
Stat cards
Each stat card is a number you can click to jump to the full page. You choose which ones to show; the ones available depend on which apps you've turned on.
| Card | Shows | Needs the app |
|---|---|---|
| Active Clients | Clients with portal access | Always available |
| Active Projects | Projects currently in progress | Projects |
| Outstanding Invoices | Total owed on sent, viewed and overdue invoices | Invoices |
| Revenue This Month | Paid invoices this month, with a trend against last month | Invoices |
| Open Tasks | Tasks not yet done | Tasks |
| Hours This Week | Time logged this week | Time Tracker |
| Pending Proposals / Contracts / Forms | Items sent and waiting for a client response | Proposals / Contracts / Forms |
| Open Doc Requests | Documents you've asked for that haven't arrived | Doc Requests |
| Messages This Week | Message volume | Messages |
| Resources / Project Templates / Published Articles | How many you have | Resources / Templates / Help Center |
Widgets
- Revenue Overview: a chart of the last six months, with a link to full Analytics.
- Pending Invoices: unpaid invoices with client, number, amount and status, plus a shortcut to create one.
- Upcoming Deadlines: the next project deadlines, colored by urgency.
- Client Activity: what your clients have been doing in their portals (viewing invoices, sending messages, accepting proposals, downloading files).
- Recent Activity: what your own team has done lately.
Alerts and prompts
- Attention required: a banner that appears when you have overdue invoices or overdue project deadlines, with a Review link.
- New here?: the sample-data card for new workspaces. See Explore with sample data.
- Get started: the checklist in the sidebar. See The Get started checklist.
The banner and the sample-data card stay at the top of the dashboard. Everything else is a card you can move.
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