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The dashboard provides a comprehensive overview of your business activities and key metrics. Here's how to navigate and use it:

Accessing the Dashboard

After logging in, you'll be automatically redirected to your dashboard. You can also access it anytime by clicking "Dashboard" in the navigation menu or visiting /dashboard.

Dashboard Overview

The dashboard displays several key sections:

Statistics Cards

At the top, you'll see quick statistics for:

• Total Clients: Number of active clients in your workspace
• Active Projects: Number of ongoing projects
• Pending Invoices: Invoices awaiting payment
• Open Proposals: Proposals waiting for client response

Recent Activity

The dashboard shows recent activity including:

• Recently created invoices, proposals, and contracts
• Recent project updates
• Client interactions

Quick Actions

Quick action buttons allow you to:

• Create new clients, projects, invoices, or proposals
• Access frequently used features
• View recent notifications

Billing Dashboard

If you have billing management permissions, you'll see additional billing statistics including:

• Total revenue and outstanding amounts
• Invoice status breakdown
• Payment trends
• Uninvoiced milestones