Team Dashboard
What an in-house team member sees when they log in.
Overview
A team member does not need the whole agency picture — they need their own work. Their dashboard shows assigned counts, their orders and tickets, and quick actions, all scoped to them.
Assigned Statistics
Assigned Clients
Accounts they own
Assigned Orders
Orders they are on
Assigned Tasks
Tasks with their name on
Assigned Tickets
Support they are handling
In Progress / Working
What is live right now
Completed
What they have finished in the period
Panels
Assigned Orders list
With status, client, and due date
Assigned Members
Who else is on their work
Order summary
Their slice of the pipeline
Quick links
Straight into the modules they use
Date filter: the same range control as the agency dashboard.
Sidebar: only the modules their role permits appear at all.
Sidebar: only the modules their role permits appear at all.
Tips & Best Practices
Check a new member’s dashboard on their first day using sign-in-as. An empty dashboard usually means nothing has been assigned to them yet.