Knowledge Base Help Center
How do I use the dashboard?
Payment widget:
Through the dashboard, you can see the most important statistics for your business.
You can view the amount of payments for the current day / month, due / overdue invoices
Invoices / Estimates Charts:
You can get a comparison of the number of invoices paid vs. due or overdue, It also compares accepted versus rejected estimates.
Latest Activity
Through the recent activity widget, you can find out the latest events that occurred in the system. The name of the person who performed the activity and what happened will appear, and once you click on it, it will take you to the activity that occurred.
Projects
Through the projects widget, you can see the status of your existing projects, and you can also know the number of projects Assigned to you.