---
title: "Dashboard"
description: "The dashboard is the first thing you see after signing in. What each section is for: estimate and quote stats, finance figures, recently sent quotes, and the project calendar."
locale: en
category: getting-started
slug: dashboard-overview
updatedAt: 2026-05-20
---
# Dashboard

The dashboard is the first screen after signing in. It gives you a fast read on the day: any new acceptances, what's still waiting on a client decision, and which projects are coming up next. All in one view, with no clicking through lists.

## Date range filter

Above the stats sits a **Date range** filter. Pick a preset (last 30 days, current month, last month, current year, last year, all time) or set a custom range.

The filter only affects the **Quotes** and **Finance** sections. Recently sent quotes and the project calendar stay independent of it.

## Offers (statuses)

Three tiles with counts for the date range:

- **Sent**: quotes you sent to clients.
- **Accepted**: quotes the client accepted.
- **Rejected**: quotes the client rejected.

A quick view of how quoting is going week to week, month to month, or year to year.

## Finance (amounts)

Two tiles with totals for the date range:

- **Pending quotes**: total value of sent quotes that haven't had a decision yet. Your pipeline. If the number is climbing, you've got decisions to chase.
- **Accepted quotes**: total value of quotes the client has accepted. The closest you'll get to "what you'll earn", but still before invoicing and costs.

## Recently sent offers

A list of the 5 most recently sent quotes, **regardless of the date filter**. Click an entry to open the quote view. The list shows the recipient, quote number, and status.

The section header has a **Create offer** shortcut — the fastest path to a new quote from the dashboard.

## Project calendar

Shows the next 5 projects that have a start date and an end date set — both those in progress and those still planned — sorted by start date, with the soonest first. It is not tied to the current month, so a project starting a few months from now still appears here. Click an entry to open the project view, or use **Open** to see the whole year in the calendar. If the section is empty, no project has its start and end dates set yet.

## What's next

The dashboard is for orientation. The day-to-day work happens under **Offers**, **Clients**, and **Projects** in the left menu. If this is your first sign-in, start with [Set up your company](/helpcenter/getting-started/company-setup) and [Create your first quote](/helpcenter/getting-started/first-quote).