Understand KPI cards, the getting-started checklist, activity feed, and sidebar navigation.
Last updated 2026-07-07
Your dashboard shows key business metrics at a glance: active leads, pipeline value, invoiced and collected amounts, and overdue payments. Click any card to drill down into the details.
The left sidebar is your main navigation — Pipeline, Contacts, Projects, Estimates, Proposals, Invoices, Financials, Reports, and more. Drag items to reorder them to match your workflow.
New accounts see a Getting Started checklist on the dashboard that tracks setup steps — importing contacts, creating your first lead, sending an estimate, inviting your team. It tucks itself away once you're mostly set up.
The activity feed shows recent actions across your team — new leads, sent proposals, signed documents, and completed tasks. Use it to stay informed without checking each project individually.