How to use the dashboard

The dashboard is your quickest overview of what is happening in the workspace. It combines commercial, operational, and compliance signals on one screen.

What each area tells you

1. The summary cards show net income, collected versus pending amounts, expenses, and estimated tax totals.
2. The Required actions list highlights items that need follow-up, such as unsent invoices or expenses that still need review.
3. For unsent invoices, see how to send an invoice. For expenses awaiting review, see how to confirm an expense.
4. The Recent activity panel confirms what happened last, for example when an invoice was issued or marked as paid.

Best way to use it

1. Start each day on the dashboard to see if anything is blocked or overdue.
2. Open the required action that matters most first so you work from the most urgent item.
3. Use recent activity to confirm that the actions taken by you or your team were recorded correctly.