Tuesday, 29 July 2025, 8:56 AM
Created by: Ruvenss G. Wilches
Getting started with Clients
Client Dashboard – User Documentation
Overview
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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:
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Overview : Main dashboard showing key stats and financial summary.
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Projects : View all projects linked to the client.
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Subscriptions : Ongoing service plans.
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Invoices : Invoice history and statuses.
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Payments : All recorded payments.
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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:
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Projects
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Subscriptions
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Orders
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Estimates
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Proposals
Invoice Overview
Totals
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Total Invoiced
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Total Payments
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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.