Client Dashboard – User Documentation

Overview

The Client Dashboard gives a centralized view of a client’s activity, including project stats, financial information, contact persons, and more.

Navigation Tabs (Top Menu)

These tabs provide access to specific sections related to the client:

• Overview : Main dashboard showing key stats and financial summary.

• Projects : View all projects linked to the client.

• Subscriptions : Ongoing service plans.

• Invoices : Invoice history and statuses.

• Payments : All recorded payments.

• Statement : Full financial activity summary.

• Orders: Submitted orders via the store

• Estimates ,
• Files ,
• Contracts ,
• Proposals ,
• Expenses ,
• Passwords

KPI Summary

This section at the top provides quick insights:

• Projects

• Subscriptions

• Orders

• Estimates

• Proposals

Invoice Overview

Totals

• Total Invoiced

• Total Payments

• Due

A 12-month graph below shows the trend of invoices paid.

Notes

A section is available to add internal notes.

This dashboard offers a compact yet detailed overview of your client’s account, making it ideal for account managers, project teams, or finance staff to quickly assess and manage client activities.