The Dashboard is your command center. It gives you a quick overview of what needs attention today, what’s coming up, and how your projects are progressing.

What you’ll see on the Dashboard

Project overview: a snapshot of projects by status/stage (e.g., Lead, Booked, Production, Post-production).
Deadlines & reminders: upcoming tasks, overdue items, quotes about to expire, invoices to follow up on, contracts waiting for signature.
Recent activity: a timeline of key actions (project created, contract sent/signed, payment received, etc.).
Quick actions: shortcuts to create a new project, quote, invoice, and more (depending on your setup).

Common actions

Open a project: click a row/card to jump into the project details.
Search: quickly find a project or client by name (and other identifiers, if supported).
Filter by urgency: focus on “Due today”, “Overdue”, or “Upcoming”.
Resume work: use “Recent” or “In progress” sections (if available) to pick up where you left off.

Best practices

Start each day from the Dashboard to avoid missing follow-ups, deadlines, or payments.
Keep project stages up to date—your Dashboard becomes more accurate and useful when the pipeline reflects reality.