Dashboard
The Dashboard is what you land on when you log in — a quick read on your projects, your week, and (for the right roles) how the firm is doing.
Business performance
Section titled “Business performance”A snapshot for leadership: Net Profit and Utilization Rate for the last 3 months, plus Projected Operating Profit and Projected Firm Capacity for the next 3. Each links straight to its full report — Profit, Utilization, Profit Forecast, and Staffing.
(Requires Edit Staffing + View Financial Reports + View Team Reports.)
Team work insights
Section titled “Team work insights”On the Grow plan, this flags where things are off track: phases over budget, phases trending over budget, and team members over capacity. Click any widget to jump to a filtered Projects or People view. (Requires Edit Staffing.)
Recent projects
Section titled “Recent projects”Your six most recently viewed projects, each showing logged-vs-planned progress. With financial permissions the ratio is by dollars; without, it’s by hours. Click View All for the Projects list.
Your week
Section titled “Your week”- Timesheets — hours logged this week and last, with a gauge against your expected hours. Click through to that week’s timesheet.
- Assigned deliverables (if your firm uses deliverables) — what’s overdue, due this week, and due next week. Otherwise, Assigned Work This Week shows your top staffed phases.
Invoices & bills
Section titled “Invoices & bills”A money snapshot: past due invoices, unpaid invoices, consultant bills due, and total unbilled hours — each linking to the relevant list. (Requires View Invoices & Bills.)