What is the My Work Dashboard?

The My Work Dashboard can be viewed as a summarized view of what you're working on. It's a great tool for quickly getting a glimpse into what is happening with the work you're doing, and whether you're on track with expectations and goals.  Keep track of all the work and staff you manage in one place. Access your module specific statistics quickly and easily, as well as the stats of the staff you manage.

Note: This feature is available for Premium Licenses only.

How to get to your My Work Dashboard

To navigate to your My Work Dashboard, hover over the Dashboard icon in the top menu and click on My Work Dashboard.

My Companies

 Monitor the status and activity on all the Companies you manage, including the amount of work you've done on each activity by hours, and the amount of revenue from each company. Click the New Company button to add a new company to the system.

My Sales

Track the Sales you manage, including their value, probability, and activities. Sort your Sales by Most Activity, Creation Date, Due Date, Rating, and Value.

My Projects

Gain high-level insights on the projects you manage, including budget usage and hours remaining to complete. Switch between the Budget and Due tabs to see how many days before a project is due, as well as the number of hours remaining in the project’s budget.

Staff I Manage

See quick stats on the staff you manage, including hours they have logged this week, yesterday, or today, and the percentage of billable hours they’ve worked. Click the A - Z button to view your staff alphabetically.