The Dashboard gives you a snapshot of your business at a glance.
KPI Cards
At the top you'll see key metrics:
- Revenue: Total revenue for the selected period
- Jobs: Number of active jobs
- Appointments: Upcoming appointments this week
- Outstanding: Unpaid invoice total
Pipeline Board
The main area shows your job pipeline: all active jobs organized by status. Drag jobs between columns to update their status.
Activity Feed
The right side shows recent activity: new jobs, payments received, quotes approved, and more.
Date Range
Use the date selector at the top to change the time period for your KPI metrics.