Dashboard Overview
The first screen you see after signing in — revenue, orders, tickets, and recent activity for whatever date range you choose.
Overview
The dashboard is built from three layers: KPI tiles across the top, charts and panels in the middle, and quick links and exports at the bottom. A single date filter drives all of them at once. What you see is shaped by your role — an Agency Admin gets workspace-wide numbers, while a team member sees the work assigned to them.
What’s On the Page
KPI tiles
Headline numbers for the selected period
Charts
Revenue trend, order status, support tracker
Recent panels
Latest orders, invoices, clients, and activity
Quick links & exports
Jump to reports or download data
Who Can Access
Agency AdminTeam & Remote Members (scoped)
Route:
Permissions: each tile and panel follows the permission of its own module — no orders permission means no order tiles, charts, or recent-order panel.
/dashboardPermissions: each tile and panel follows the permission of its own module — no orders permission means no order tiles, charts, or recent-order panel.
Tips & Best Practices
Start each week on Last 7 Days, then switch to This Month before invoicing — the same panels answer both questions.