Dashboard Guide
Step-by-step guidance with interactive hints and annotated screenshots.
Dashboard
Your command center — start here to get an overview of everything
Business Dashboard
Business Dashboard — Tablet
Screenshot coming soon
Family & Friends Dashboard
Family & Friends Dashboard — Tablet
Screenshot coming soon
The
1Statistics Overview
The stats bar at the top of the Dashboard shows you a real-time count of your most important data points. Each stat card is
Clients / Circles
Total number of clients or family circles in your current mode.
Active Resources
Resources with status set to 'Active', out of your total resources.
Password Vault
Total number of saved password entries.
Open Tasks
Tasks that are currently Open or In Progress, with a count of Critical ones.
Upcoming Events
Scheduled calendar events from today forward, with a count of events this week.
Active Subscriptions
Active subscriptions with the total estimated monthly cost.
2Quick Actions
The
3Dashboard Widgets
Below the stats, you'll find a set of
Visualizes your total subscription costs per month, broken down by category in a bar chart.
Shows all upcoming calendar events, tasks with due dates, and subscription renewals in a unified timeline.
Highlights passwords, subscriptions, and resources that are expiring soon, so you never miss a renewal.
Shows a list of your active team members and their roles at a glance.
Displays your current plan usage versus your plan limits for Clients, Resources, Passwords, Tasks, and Subscriptions.
A real-time log of all actions taken by you and your team members, including creates, updates, and deletes.