# Getting started with Clients

> 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. Navigat…

- Page: https://dashboard.nizu.io/knowledge_base/view/54-getting-started-with-clients
- Part of: [Knowledge base](https://dashboard.nizu.io/knowledge_base/llms.txt) on NIZU — https://dashboard.nizu.io/llms.txt
- Updated: 2026-10-25T11:50:03Z

![pasted_image_file68886effd9c0c-image_rNLSa.png](https://dashboard.nizu.io/files/timeline_files/pasted_image_file68886effd9c0c-image_rNLSa.png)

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## **Client Dashboard – User Documentation**

### **Overview**

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| ### ![pasted_image_file68aa98891b91c-image_CwdNY.png](https://dashboard.nizu.io/files/timeline_files/pasted_image_file68aa98891b91c-image_CwdNY.png) | The Client Dashboard gives a centralized view of a client’s activity, including project stats, financial information, contact persons, and more. |
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### **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.

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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.