The Dashboard is your default landing page after signing in. It shows a status breakdown for every core item type plus charts for transactions, subscriptions, and time tracking, and every tile doubles as a quick-create or navigation shortcut.
What's on the page
The dashboard shows these tiles, in order:
- Clients — a count plus a breakdown by status. Click the count to open the Clients list; when empty, click the action to create your first client.
- Projects — the same shape, for projects.
- Tasks — the same shape, for tasks.
- Invoices — the same shape, for invoices.
- Transactions chart — income versus expense over the chart window. When empty, it offers an Add transaction shortcut.
- Subscriptions chart — projected recurring cost. (Shown when subscriptions are enabled.)
- Time tracker chart — time tracked per day over the chart window. When empty, it offers a Start tracking shortcut.
More tiles are available beyond the default set — open the dashboard's settings to show, reorder, and resize them. You can also rearrange the board directly: hover a tile and use the grip in its top-right corner to drag it into place, or open the menu beside the grip to move it one position earlier or later, or hide it. Two tiles worth knowing:
- Timer summary — today/week/month totals plus your recent entries. A running session is marked and can be stopped straight from the tile; when nothing is running, the most recent finished entry offers resume.
- Billing events — your recent payments with the amount charged. Amounts respect Privacy mode like every other figure.
The status tiles use the colors from your Custom statuses, so they match what you see on list pages.
Date range
The status tiles cover your whole workspace, not a date window. The chart tiles (transactions and time tracker) carry their own timeframe, which defaults to roughly the last month through today and which you can change on each chart; your choice sticks per browser. For deeper date filtering, jump into the Transactions or Time tracker pages, where date filters are first-class.
Quick actions
When a status tile is empty, it shows a Create button for that item type. The chart tiles show Add transaction and Start tracking when empty, and link to the matching pages when they have data.
The header also has the alert bell — see Alerts — and the global Search box. Both work from the dashboard the same as anywhere else.
How the data updates
The dashboard is read-only. It doesn't update live as you work elsewhere — refresh the page (or navigate away and back) to pick up new data.
Tips and edge cases
- One screen, no scrolling is the goal. If you find yourself scrolling through tiles, consider whether some statuses can be merged or turned off.
- Each chart carries its own window. Set the timeframe on the transactions or time-tracker chart, or use those full pages for richer date filtering.
- Status counts open the full list, not a filtered one. Clicking a status count opens the whole list; use the column filter there to narrow it down.
On mobile
The mobile app covers the same features with its own dashboard, but the layout and entry points differ. See Mobile navigation for how to get around; per-feature differences live in each feature's "On mobile" section.