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 is 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.

AI insights appear throughout, marked with a teal sparkle icon. See Notifications for how AI insights work and how to train them.

Customize the layout

Every team member has their own dashboard layout. Changes save automatically.

Enter Edit Mode

Click the Customize button in the top-right of the dashboard. Drag handles appear on every widget.

Move widgets

Grab the handle and drag a widget to a new spot. The grid snaps the widget into place.

Resize widgets

Each widget supports up to three sizes:

• Small (S) - 1/3 width
• Medium (M) - 2/3 width
• Full (F) - full row

Not every widget supports every size; the resize handle only exposes the sizes that make visual sense for that widget.

Add a widget

Click Add widget in the Edit Mode toolbar. The catalog opens showing every widget you do not currently have on your dashboard, grouped by category. Click any widget to drop it onto your layout.

Remove a widget

Hover any widget in Edit Mode; the close icon in the corner removes it. Removed widgets stay in the catalog so you can add them back later.

Exit Edit Mode

Click Done in the top-right. Your layout is already saved; the button just exits the editing UI.

Widgets explained

Financial

AR Aging - outstanding receivables bucketed into Current / 31-60 / 61-90 / 90+ with top clients per bucket. Includes a Payment Trends section flagging clients whose payment velocity is deteriorating.

Revenue Pulse - your daily morning briefing. MTD revenue pacing vs prior month at the same business day, a 6-month sparkline, uninvoiced clients flagged Late, and an AI insight prioritizing the most important finding of the day.

Revenue Trend - 12-month stacked bar chart of invoiced revenue, split by Paid / Unpaid / Overdue.

Project Profitability - every active project ranked by margin (worst first). Phase-level drill-down where the PSA exposes phases.

Budget Health - per-project budget consumption vs progress with burn rate and projected overrun.

Team

Team Utilization - by discipline or by person, this week. Billable / training / PTO hours against capacity.

Timesheet Compliance - who submitted their time, who did not, and the dollar value of the missing hours.

Who's Out - calendar view of PTO, sick, and company holidays.

Clients

Pipeline - deal stages, weighted values, share of pipeline per stage.

Client Activity - hours and revenue by client with dormancy detection.

Upcoming Milestones - project milestones due in the next 30 days.

Client Satisfaction - average score by client from the in-portal Satisfaction Pulse plus trend arrow.

Operational

Weekly Pulse - Monday-morning team check-in.

Market Conditions - macroeconomic context (ABI, steel, lumber, housing starts) connecting macro signals to your pipeline.

View details

Many widgets have a View details link that takes you to the deeper insight page for that domain. Insight pages live at /revenue, /budget, /clients, /projects, /team, /pipeline, /invoicing, and /tasks.