Understand the dashboard
Navigate the main interface and sidebar to access all platform features.
Dashboard layout
The main dashboard consists of:
- Top navigation – organization switcher, search, notifications, profile
- Left sidebar – grouped feature navigation
- Main content area – current page content
Sidebar navigation
Features are organized into logical groups:
Business Development
- Clients – customer relationship management
- Leads – prospect pipeline and tracking
- Lead Forms – custom capture forms
- Proposals – project proposals and quotes
- Contracts – client agreements
Project Management
- Projects – active work and task management
- Calendar – appointments and deadlines
Financial Management
- Catalogue – your services and pricing
- Invoices – billing and payment tracking
- Expenses – business cost tracking
- Transactions – financial overview
Reports
- Overview – high-level business metrics
- Financial Reports – revenue and profit analysis
- Project Reports – delivery and performance
- Client Reports – relationship insights
Top navigation features
- Organization dropdown – switch between multiple businesses
- Global search – find clients, projects, invoices quickly
- Notifications – updates and alerts
- Quick actions (+) – add clients, projects, invoices and more.
- Profile menu – settings and logout
Collapsing the sidebar
- Click the hamburger menu (☰) to collapse/expand the sidebar
- Collapsed view shows only icons with tooltips
- Perfect for smaller screens or more content space
Mobile experience
On mobile devices:
- Sidebar becomes a slide-out menu
- Top navigation adapts for touch
- Content flows responsively