Skip to main content

Dashboard Overview

The executive dashboard is your firm's command center. It loads at the root URL when you sign in.

Layout​

KPI tiles sit across the top. Five numbers that answer the "how are we doing" questions executives ask:

  • Monthly Revenue
  • Outstanding AR
  • Team Utilization
  • Active Projects
  • Pipeline Value

Each tile carries a one-line AI annotation explaining what's behind the number today (e.g., "Trending 12% behind April at the same business day, driven by delayed Novak billing").

Widgets fill the body. Default layout shows Revenue Trend, FX Rate, Revenue Pulse, Team Utilization, AR Aging, Budget Health, Pipeline, Project Profitability, Timesheet Compliance, Upcoming Milestones, Who's Out, Client Satisfaction, Client Activity, and Market Conditions. You can add, remove, resize, and reorder them — see Customize Your Layout.

AI insights appear throughout, marked with a teal sparkle icon. The full AI Insights page covers how they work and how to train them.

View details​

Many widgets have a View details link that takes you to the deeper insight page for that domain — full sortable tables, historical trends, drill-down per project or per client. Insight pages live at /revenue, /budget, /clients, /projects, /team, /pipeline, /invoicing, and /tasks.

Refresh cadence​

Live data refreshes every 15 minutes from your PSA. The dashboard header shows the time since the last refresh. AI insights refresh once daily on a morning schedule (see Your First Dashboard for the exact times) and can be manually refreshed up to 3 times per day per widget.