Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Your Dashboard at a Glance
What is on your Dashboard from top to bottom, example data, and sending feedback.
The Dashboard is the first page you see after signing in. It shows how your business is doing, what needs attention, and what happened last, all on one page.
Overview
This guide walks down the Dashboard from top to bottom and links to a guide for each part.
Who Can Access
You and your co-admins see the full Dashboard. Team members see a smaller version based on their role. See What Each Person Sees on the Dashboard.
What Is on the Dashboard
- Title and summary: “Welcome back” with how many invoices are paid and unpaid.
- Date filter, Reports, Export and Send Feedback buttons. See Filtering the Dashboard by Date and Reports and Exports from the Dashboard.
- Set up your workspace: five setup steps for a new workspace. It disappears when all five are done. See Setting Up Your Workspace.
- KPI cards: Total Revenue, Total Clients, Active Orders, Open Tickets and Avg Paid Invoice. See KPI Cards.
- Charts: Revenue overview, Order status and Support tracker, plus Coming up if Google Calendar is connected. See Dashboard Charts.
- Recent lists: Recent orders, invoices, clients, activity and Top services by revenue. See Recent Lists on the Dashboard.
The top bar above the page holds quick add, search and notifications. See The Top Bar.
Example Data
A new trial workspace comes with example records, so every card and chart has something to show. While they are there, the Revenue and Order status charts carry a “Demo” mark. Click Clear example data in the top bar to remove them; anything you created yourself stays.
Send Feedback
Tell us what works and what could be better. Click Send Feedback, write a few words, pick a star rating if you like, and click Send feedback. It goes to the Clientish team, not to your clients or staff.
