Data Not Showing on Dashboard
Common causes and how to fix them.
If the dashboard is empty or showing $0 on widgets that should have data, work through these checks in order.
Problem: Dashboard is empty or showing $0
Cause 1: Connection unhealthy
Go to Settings > Connections and look at the status dot:
- Green - connection healthy; data should be flowing. Skip to the next cause.
- Amber - last sync returned fewer records than expected. Wait 15 minutes for the next sync, or click Disconnect then Connect to refresh.
- Red - the connection failed. See Sync Failures.
Cause 2: First sync still running
If you just connected, data takes up to five minutes to appear. The first sync pulls 12 months of history; subsequent syncs are incremental and finish in seconds.
Cause 3: Stale browser view
The dashboard header shows "Refreshed N min ago." If it has been more than 15 minutes since the last refresh, click your browser refresh to force a new fetch.
Cause 4: Source data really is empty
If your dashboard shows $0 for monthly revenue, log into your PSA and confirm there are actually invoiced records for the current month. Sometimes the answer really is "the firm has not invoiced yet."
Solution
Most data-not-showing issues resolve with a Disconnect then Connect in Settings > Connections. If they do not, contact support with the status dot color and the most recent timestamp from Settings > Security.
Contact support with: firm name, the widget(s) showing no data, the status dot color, and the most recent timestamp from your Security audit log.