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Dashboard

The Dashboard is the first page you see after signing in. It gives you a snapshot of your business at a glance.

What you see​

  • Welcome back greeting with your name
  • Revenue — earnings for the current month and year
  • Summary cards — total quotes, invoices, and clients with counts
  • Recent activity — the 5 most recent quotes and invoices

Usage​

Each summary card and recent item is clickable — click a quote to open it, or click a count to go to the full list.

No data yet​

If you're just starting, the dashboard shows empty-state messages guiding you to your first actions. See Overview for the recommended getting-started order.