Overview

Dashboard

The dashboard is your command centre — a real-time overview of revenue, outstanding invoices, active projects, pipeline, and anything that needs urgent attention.

Stat cards

Four cards at the top of the dashboard give you the numbers that matter most at a glance. Each card links to the full view for that section.

RevenueTotal of all paid invoices. Clicking it opens the Invoices page filtered to Paid.

OutstandingTotal of all sent-but-unpaid invoices. Clicking it opens Invoices filtered to Sent — the ones you need to chase.

ClientsTotal client count, with a "+ N this month" indicator showing how many you added in the current calendar month. Links to your client list.

ActiveProjects currently In Progress or In Review. Links to the projects list.

Recent projects

The main panel shows your 6 most recently updated projects — sorted by last activity, not by creation date. Each row shows:

•Project name and client
•Due date — shown in red with a warning icon if the project is overdue
•Status badge — Not started, In progress, In review, or Complete

Click any project to go straight to that project page.

Invoice summary

A compact breakdown of all invoices grouped by status — Paid, Sent, Draft, Cancelled — showing count and total value for each. Only statuses with at least one invoice are shown. Useful for seeing your overall billing health at a glance.

Pipeline

If you have active leads (not yet won or lost), a pipeline card shows your 5 most recent active leads with their estimated values. The total pipeline value is displayed at the top of the card — this is the sum of all estimated values across your active leads.

This card only appears if you have at least one active lead. It disappears if your pipeline is empty. See Leads & pipeline.

Overdue alert

If any projects have a due date in the past and are not yet marked Complete, an amber overdue card appears showing up to 3 of those projects with their client and due date. This is a prompt to take action — either extend the deadline or push the project across the line.

The card disappears once all overdue projects are resolved.

Tip: Use this card during your Monday morning review. If something is overdue, update the due date or change the status — don't let it sit here accumulating visual debt.

Project health

A breakdown of all your projects by status — Not started, In progress, In review, Complete — shown as labelled progress bars with counts. This lets you see at a glance how healthy your portfolio is: if most projects are stuck in Not started or piling up in Review, something needs attention.

The greeting

The dashboard greets you by first name with a time-appropriate message (Good morning / Good afternoon / Good evening) and shows the current day and date. Small detail, but it helps the app feel like a workspace rather than a tool.

Projects & tasks →Invoices →Leads & pipeline →Analytics →