Help & Support » Guides » User Guide » Dashboards » Manager Dashboard

Manager Dashboard

Keep track of all the work you manage, including the staff you manage, through the Manager Dashboard.

Using this guide, you can:


What is the Manager Dashboard?

The Manager Dashboard is designed so you can access your module specific statistics quickly and easily, as well as the stats of the staff you manage.


Your Companies

 Monitor the status and activity on all the Companies you manage, including the amount of work you've done on each activity by hours, and the amount of revenue from each company. Click the New Company button to add a new company to the system.



Your Sales

 Monitor the Sales you manage, including their value, probability, and activities. Sort your Sales by the amount of Activity, Creation Date, Due Date, Rating, and Value. Click the New Sale button to create a new Sale.



Your Projects

Monitor the Projects you manage, including their Budget usage and the amount of hours they have left to complete. Sort by the Due Date by clicking the Due button, or create a new project by clicking the New Project button.



Staff You Manage

Monitor the staff you manage, including the number of hours they have logged this week, yesterday, or today, and the percentage of those hours that are billable. Click the A - Z button to view your staff alphabetically. Click the New User button to create a new user.


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