Understand the dashboard

Learn what the dashboard is showing you and where to go next.

Where this lives

The dashboard is the operational home screen. Use it to spot what needs attention before you jump into bookings, payments, customers, or reports.

What to read first

• Priority cards usually tell you what is overdue, unpaid, unconfirmed, or approaching today.
• Trend tiles are useful for direction, but the action links behind them are what matter when you need to fix something.
• If a number looks wrong, open the filtered list behind it instead of assuming the metric itself is broken.

Best habits

• Treat the dashboard as a triage screen: open urgent items first, then move into the owning area to finish the work.
• Compare dashboard counts against recent bookings, payments, and customer activity when you are checking whether imports or edits landed correctly.
• Use it at the start and end of the day so your team is aligned on open bookings, delivery pressure, and payment follow-up.