Dashboard Overview

The dashboard is your command center. It provides a bird’s-eye view of your entire business with real-time stats, quick actions, and recent activity.

Key Widgets

Stats Cards — Total leads, active projects, pending tasks, and revenue at a glance
Recent Leads — The latest leads captured through your contact form or integrations
Task Overview — Tasks assigned to you with status breakdown
Revenue Chart — Monthly revenue trends visualized with interactive charts
Team Activity — Recent actions by team members across the platform

Quick Actions

The dashboard includes quick-action buttons for common tasks: creating a new lead, starting a project, writing a blog post, and generating an invoice. These shortcuts save time by eliminating navigation steps.

Personalization

The dashboard adapts based on your role. Owners and admins see financial summaries and team metrics, while standard users see their assigned tasks and personal stats.