Getting Started

Once your PSA is connected, the Executive Overview dashboard populates automatically. This guide walks through the first day.

What you see

The dashboard has two main bands:

1. KPI tiles at the top: Monthly Revenue, Outstanding AR, Utilization, Active Projects, Pipeline Value. Each tile shows the current number with a one-line AI annotation explaining what it means today.
2. Widgets below: Revenue Pulse, AR Aging, Budget Health, Team Utilization, Pipeline, and more. Each widget answers a specific operating question.

You can customize the layout to add, remove, or resize widgets.

Quick wins on day one

Check Revenue Pulse first. It is your daily morning briefing. Two bars: this month's revenue pacing vs prior month at the same business day. A 6-month sparkline. A list of uninvoiced clients flagged "Late" if past their typical timing. An AI insight at the bottom that names the single highest-value action for the day.

Check AR Aging second. Buckets your outstanding receivables into Current / 31-60 / 61-90 / 90+ with the top clients in each bucket and a Payment Trends section that flags clients slowing down vs their historical average.

Check Budget Health. Per-project margin and burn rate with phase-level detail when your PSA exposes phases. Projects trending over budget surface at the top.

When AI starts

AI insights begin generating on day one. The full set lights up the morning after you connect:

• 6:00 AM CT - KPI tile annotations
• 6:15 AM CT - Revenue Pulse daily briefing
• 6:30 AM CT - AR Collections narrative
• 6:45 AM CT - Budget Health narrative
• 6:50 AM CT - Project Profitability narrative
• 7:00 AM CT - Timesheet Compliance narrative
• 7:15 AM CT - Client Activity narrative

You can manually refresh any insight via the small sparkle icon on each widget (rate-limited to three per day per widget).