Dashboard

The team dashboard brings together request activity, revenue, team performance, and client information. The widgets you can see depend on your permissions.

Customize Widgets

1. Open the team Dashboard.
2. Click Customize.
3. Turn available widgets on or off.
4. Close customization when finished. Changes save automatically.

Use Reset to restore the default widget configuration. Customization controls widget visibility; it does not provide drag-and-drop positioning or resizing.

Available Widgets

• Quick statistics and request overview
• Revenue chart
• Team performance and service usage
• Recent activity and overdue requests
• Top clients and client satisfaction

Permission checks apply to the corresponding data. For example, revenue requires invoice access, request widgets require view_all_requests, and recent activity requires view_workspace_analytics. A hidden widget may reflect your role rather than an empty workspace.

Date Range and Details

Use the dashboard's date-range selector to change the period being reviewed. Open linked requests or other records to investigate the underlying work. For more detailed filtering and exports, use Reports.

The client portal has its own dashboard focused on the client's accessible services and work. The team dashboard's Customize controls do not configure the client portal dashboard.

Troubleshooting

• Widget missing: Check Customize and the permission needed for that data.
• Unexpected figures: Check the selected date range and current workspace.
• Changes do not persist: Reload the page and try the widget toggle again; check any reported save error.