Your Dashboard

The Dashboard is the first page you see when you sign in. It shows how your month is going and what needs your attention next.

Summary Cards

The cards across the top give you the big numbers:

Card	What it shows
Total Revenue (this month)	The total of Paid Invoices dated this month, compared with last month.
Active Projects	Projects that aren’t archived, plus how many are.
Completed Tasks	Tasks finished this month.
Hours Worked (this week)	Hours tracked this week, and how many Timers you logged.

Above the cards, Focus Today lists what needs your attention today. See Focus Today.

Dashboard Sections

Below the cards are sections you can show, hide and move around:

Section	What’s in it
Paid Invoices	Recently paid Invoices.
Recent Projects	Your latest Project activity.
Upcoming Tasks	Tasks that need your attention.
This Week Calendar	Tasks due this week.
This Week Timer Hours	Hours logged this week.
Upcoming Deadlines	Projects due in the next 7 days.
Past Due Projects	Projects past their deadline.
Open Invoices	Invoices waiting for payment.

Note

On a Team plan, revenue and Invoice sections only show if you can see financial data in this workspace.

Customize Your Dashboard

Show or Hide Sections

1. Click Customize Dashboard.
2. Under Dashboard Sections, turn sections on or off.

You can hide Focus Today and Summary Cards here too.

Change the Layout

1. Click Customize Dashboard.
2. Under Layout, pick one:
   • Masonry Layout: cards fit together in columns, like bricks.
   • Grid Layout: every card is the same size.
   • Justified Layout: rows of 3 and 2 cards that fill the width.
   • Stacked Layout: one card per row.

Reorder Sections

Drag a section by its handle (the dotted grip icon) and drop it where you want it.

Your layout and section choices are saved to your account for this workspace. They follow you to any device.

Related

• The Get Started Checklist and Sample Data
• Finding Your Way Around