The dashboard contains a number of widgets to help give you an overview about your business activity.
Some widgets are permission-restricted and may not be accessible unless permission is explicitly given to you.
Allows you to print out all payments and their associated invoices for the specified filters
Revenue
Allows you to see revenue against specified years and months for specific staff members
Client Referrals
Collates together specified methods of client referral over specific time periods from when each client was created on the system
Outstanding Balances
Displays the clients who owe you the most money from unpaid invoices
Report & Invoice Trends
Displays basic trend information of reports/invoices for the current month
Recent Reports/Invoices/Quotations
Displays the most recently created items of each category
My Appointments
Allows you to quickly see scheduled appointments for the past/next few days
Weather
Displays weather information for your current detected location, including a 7 day forecast if available.
Tasks
Lets you quickly create new items from a typical workflow; creating a client, scheduling an appointment, generating a quotation, creating a report and generating an invoice
