Dashboard

What is it?

The Dashboard is the first page you see after logging in. It gives you a quick overview of your business — revenue, proposals, growth, and key working hours — plus a personal to-do list.

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1. Greeting and weather
2. Month selector
3. Financial performance
4. Proposals overview
5. To-do list

How to

Check your business performance

1. Go to Dashboard.
2. Use the arrows next to the month, or click the month name, to change which month you're looking at.
3. Click the VAT toggle to switch figures between including and excluding VAT.
4. Click the refresh icon to reload the latest numbers.

Revenue, proposals, and growth figures all update together to match the month and VAT setting you've chosen.

Keep a personal to-do list

1. Under Todo list, type a task and click + (or press Enter).
2. Tick a task's checkbox to mark it done — it stays on the list with a strikethrough.
3. Click the trash icon to remove a task, and confirm.

Note: This list is private to you — other admins don't see your tasks. You can have up to 20 open tasks at a time.

Fix an integration issue

If a banner appears saying there's an issue with one of your integrations, remove that integration and set it up again from its settings page. Click Dismiss to hide the banner.

Continue your trial or activate your subscription

If you're on a trial, or don't have an active subscription yet, a banner shows how many trial days are left. Click Sign Contract to choose a plan.

What do the fields mean?

Total revenue / Recurring revenue

Your total revenue for the selected month, and the part of it that comes from recurring (repeating) work.

Invoiced

How much of that revenue has been invoiced so far.

Avg hourly rate

Your average revenue per hour worked.

Proposals overview

How many proposals were Sent, Signed, Pending, or Denied in the selected month, the percentage signed, and the total value won. Click View all to open the full Proposal list.

New customers / New employees / New recurring projects / New orders

How many of each were added in the selected month, compared with the previous period.

Order time / Shift time / Travel time / Absence / Overtime

Total hours logged in each category for the selected month, compared with the previous period.

Good to know

• The Dashboard can be switched off for your company in Module settings, and requires the View dashboard permission — if you can't see it, check both.
• The figures shown depend on which month (and VAT setting) you've selected — they don't always show "today."
• The Key metrics (Order time, Shift time, etc.) and Business growth tiles are fixed — you can't add, remove, or reorder them.
• Dismissing the integration warning only hides it in that browser; it can reappear if you open BOS somewhere else until the integration is actually fixed.