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Understanding the Overview Tab

A tour of your Dashboard, Pipeline, and Weekly Reports.

My Dashboard

Compiles your tasks from across projects in a single view to help organize your day. The Notepad provides a place to jot quick, private notes.

Pipeline

Every project moving through your business, from lead to close, so you always know what's coming next.

Weekly Reports

Auto-summarized progress, budget, and open items for each project — ready to share with clients or your team. Instead of spending hours pulling together updates, click "+ New" to generate a draft of what's been completed and what decisions are needed, edit as you need, and send.

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