Dashboard

Section: Home
Updated: 2026-05-05

The Dashboard is the first screen you see after logging in. It shows a personal selection of up to four widgets that summarise key information across your modules — open invoices, recent leads, upcoming tasks, and similar at-a-glance data.

Each user can configure which widgets appear on their Dashboard. The widgets load automatically and refresh when you navigate back to the home screen.

Full Dashboard — showing four widgets, sidebar navigation open on the left, top navigation bar with user avatar and notifications bell

The sidebar on the left-hand side contains all module links, grouped by area:

• Communications — Missed calls and AI receptionist messages
• Master Data — Partners and tenants
• CRM — Leads and contracts
• Financial Instruments — Securities and subscriptions
• Document Management — Document search, upload queue, and DMS
• Finance — Invoices, payments, vouchers, reports, and banking
• Admin — User management, permissions, and system settings

Click any section header to expand it, then click a menu item to navigate.

Sidebar navigation fully expanded, showing all menu sections and sub-items

The top bar contains:

• Hamburger icon (left) — collapse or expand the sidebar
• Module title (centre) — name of the current page
• Notifications bell (right) — opens the notification panel; red badge shows unread count
• User avatar / initials (right) — opens the user menu (profile, logout)

Top navigation bar close-up — notifications bell with badge, user avatar menu open

Widgets are small panels that show a live summary of one module. Up to four widgets can be displayed at the same time.

Example of a single widget — e.g. "Open Invoices" showing count and total amount

1. Click your user avatar in the top-right corner.
2. Select “Dashboard Settings” (or equivalent menu item).
3. Choose up to four widgets from the available list.
4. Save — the dashboard reloads with the new selection.

If no widgets are configured the system falls back to the first four widgets your account has permission to see.

Widget configuration panel — list of available widgets with checkboxes or drag handles

Push notifications appear in the bell panel in the top navigation bar. New notifications are delivered without a page reload (the counter refreshes every 60 seconds).

• Normal notifications — shown in the panel; can be dismissed individually.
• Important notifications — highlighted in red; require explicit confirmation before they can be dismissed.

Notification panel open — list of notifications, one highlighted red as "important", dismiss button visible

1. Click your user avatar in the top-right corner.
2. Select “Logout”.
3. You are returned to the login screen. Your session token is invalidated immediately.

User avatar menu open — "Logout" option highlighted