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Dashboard
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Knowledgebase Dashboard

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Introduction to Dashboard

  The Dashboard serves as the central hub for managing and monitoring all key aspects of your business. It provides a comprehensive overview of financial, operational, and performance metrics, offering both high-level summaries and detailed insights. Designed for efficiency, the Dashboard enables users to track revenue, sales, conversions, and operational activities, ensuring informed decision-making at every step. With its customizable widgets, the Dashboard can be tailored to meet the unique needs of different roles within your organization. From monitoring daily revenue and customer payments to tracking monthly sales progress and outstanding invoices, the Dashboard offers a clear and intuitive interface to keep you updated on critical business activities. Whether you're managing tas...

Customising Dashboard Widgets

The ability to customize dashboard widgets ensures that users have access to the most relevant information and tools for their roles. This feature allows account owners and administrators to tailor the dashboard experience for different user groups, streamlining workflows and enhancing efficiency. By editing the widgets available on the dashboard, you can ensure that each role has quick access to the data and features they need most. Customization is managed through the User Roles section in the Administration Dashboard, where you can easily add or remove widgets for specific user groups.     Prerequisites: Account owners and those with administrator access.     Instructions     From the Main Dashboard, click on the Administration tag to enter the Administration Dashboard.

Understanding Key Dashboard Metrics

  The Dashboard provides a centralized view of essential business metrics, enabling users to monitor performance and identify areas that require attention. These metrics are designed to give both a high-level overview and detailed insights into financial and operational aspects. Below is an overview of the key metrics available on the Dashboard. Revenue Today: Displays the total revenue earned today. MTD Revenue (Month-to-Date Revenue): Tracks revenue generated from the start of the current month. Monthly Recurring Revenue (MRR): Indicates the recurring revenue from subscriptions or long-term agreements. Projected Revenue