Dashboard

Overview

The dashboard is the 'Home' page of the software. Everyone has access to their own dashboard. However, your user role will determine what level of access you have to the additional menus outlined below.

Home

The homepage outlines how a user is tracking toward their billable target. You can see how many hours you have marked as billable, unbillable, and also the total hours you have billed for the day.

We also give you a weekly total as well within the Billable hours table, as well as a graph outlining this. All users have access to their own home page.

Finance

The finance menu is only available to users who have permissions to view all Financial pages.

This page outlines your organisations revenue based on the view that you have selected within the page!

It also breaks this down on a per charge item basis

Team

The Team Dashboard is available to Admin and Manager users. This page gives you a breakdown of how many hours your team/ all teams have billed within the current and previous week.

We also give you the option to display the data or have it display on hover.

We give you the option to select a specific team.

We also display the number of active participants within the account, and also a breakdown of how many participants have been onboarded and also ceased within the period as seen below.