8 min read

Dashboard

The helicopter view of your business

Overview

The Dashboard offers a comprehensive overview of your business operations. Each User is assigned a personalised Dashboard tailored to their specific role, comprising various panels (or widgets) designed to facilitate their focus on critical tasks and responsibilities.

  • Owner / Super Admin
  • Admin
  • General
  • Client
  • Accountant

Owner / Super Admin User

The Owner and Super Admin User share the same Dashboard, which comprises a comprehensive set of key widgets that offer an in-depth overview of the business operations. Key features that business owners expect to be readily accessible at a glance include:

  1. Are there any Invoices overdue?
  2. Are there Expenses that need to be approved?
  3. Has an Invoice been forgotten about?
  4. Has everyone logged the correct amount of time so far today…and what about yesterday?
  5. What are the upcoming Milestones that I should be aware of?
  6. What is everyone working on right now? Is everyone actually working on something?
  7. What is the current workload or capacity looking like…can my Team handle more?

Admin User

The Admin User gets most of the widgets. Specifically those that relate to what Users are doing or have done.

General User

The General User only needs to see things relating to their Tasks and Time. They don’t get to see any Money related things. It’s not really relevant to them.

Accountant User (Book Keeper)

How to:
No How To's available
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