The Home page in Dubsado serves as your central dashboard for tracking important business metrics, managing pending actions, monitoring recent activity, and accessing financial insights.
Home page overview and quick actions
The Home page is the first page you'll see when you log in to Dubsado. It's designed to give you a comprehensive snapshot of your workspace activity and provide quick access to the most important areas of your business.
The page uses a modular widget system that allows you to customize which sections appear and in what order. Each widget—such as Projects, Invoices, Tasks, and Reports—can be shown, hidden, or rearranged to match your workflow preferences.
Global search and quick actions
At the top of the Home page, you'll find powerful navigation tools to help you work more efficiently:
Global Search: Click the search bar that says Search projects or contacts... to open a search modal. This allows you to search across your entire workspace, including Messages, Tasks, Calendar, Files, Invoicing, Forms, Flows, Projects, and Contacts. The search also displays recently accessed projects for quick navigation.
Quick action buttons provide immediate access to create:
New Message: Start composing a new email
New Task: Open the tasks area and create a new task
New Project: Open the project creation modal
New Contact: Navigate to the contacts page to create a new contact profile
Waiting on You
The Waiting on You section displays immediate actions that require your attention in a horizontal scrollable carousel. Items are automatically sorted by date (newest first) and include:
Workflow Actions Requiring Approval: Flow actions configured to need your approval before sending
Contracts Needing Counter-Signature: Completed contracts requiring an owner signature before finalization
The carousel automatically loads more items as you scroll to the right. After you complete an action, the list refreshes and loads additional items automatically—this smart refresh feature ensures you always see the next set of items requiring attention.
To action items:
Approve a Flow Action: Click the Approve button on the Flow Action card to proceed with the action
Countersign a Contract: Click the Countersign button on the Contract card to apply your signature (the system automatically fills in your signature information from your user profile)
Recent activity tracking
Recently Visited
The Recently Visited section shows pages, projects, or threads you've accessed most recently within the workspace. This activity tracking feature helps you quickly return to areas you've been working on, with the newest visits appearing at the top.
Click on any listed item to navigate directly back to that page.
Recent Form Activity
The Recent Form Activity section displays forms completed by your clients, including Lead Capture Forms, Questionnaires, Proposals, and Contracts. Each entry shows the client who completed the action, the form type, and the associated project.
Click the Recent form activity header link to navigate to the full Forms page
Click on any listed form entry to view the completed form
Events overview
The Events section provides a summary of scheduled events from your calendar, helping you stay on top of upcoming activities including project dates, appointments, and internal events.
You can customize how events are displayed:
Click the Upcoming dropdown menu in the top right of the Events section
Select your preferred view: Month, Week, Day, or Upcoming Events (default list view)
To access the full calendar with all event types, click the Events header link to navigate to the full Events calendar page.
Projects overview
The Projects section gives you a comprehensive overview of all non-archived projects. The widget displays:
Project name
Client
Project status
Contract status
Workflow status
Amount paid
Assigned team member
Tags
Project source
Any custom project fields you've created
Click the Projects header link to navigate to the full Projects page, or click on any project name to go directly to that specific project.
Monitoring invoices
The Invoices section displays all open, unpaid, in progress, and overdue invoices in your workspace. This gives you immediate visibility into outstanding payments and cash flow.
Closed invoices are automatically removed from this view to keep the focus on active financial items.
Click the Invoices header link to navigate to the full Invoicing page
Click on any invoice number to navigate directly to that invoice
Tasks overview
The Tasks section lists all uncompleted tasks, allowing you to manage your to-do list directly from the Home page.
To complete a task, click the checkbox next to the task description. The task will be marked as complete and removed from the list.
Click the Tasks header link to access the full Tasks page for more detailed task management options.
Financial and project reporting
Dubsado 3.0 provides powerful reporting widgets that give you actionable insights into your business performance.
Finance Reports
The Finance Reports section displays comprehensive financial metrics to help you understand your business's financial health:
Net Profit: Revenue minus expenses
Conversion Rate: The percentage of projects that have received at least one payment (calculated as invoices with payments divided by total projects created, multiplied by 100)
Revenue Trends: A graph showing Revenue, Expenses, and Net Profit over time
Received: Total amount collected within the chosen time range (excluding refunds and uncollectible payments)
Pending: Payments currently processing but not yet completed
Overdue: Payment plan installments past their due date
Upcoming: Payment plan installments due within the selected time period
Total Lifetime Earned: All completed payments received since brand creation (excluding refunds)
Expected Revenue: Total outstanding balances across all open invoices (unpaid, in progress, or overdue status)
Project Reports
The Project Reports section provides metrics on client acquisition and project performance:
New Projects: Number of projects created in the selected timeframe
Conversion Rate: Success rate of converting projects to paid status
With Lead Source: Projects that have lead source information attached
Projects/Week: Average number of projects created per week
Projects by Lead Source: A chart showing the distribution of projects by their lead sources
Adjusting report timeframes
Both report sections allow you to customize the date range:
Click the date range selector in the top right of each report section
Choose from preset options:
Last 7, 14, 30, or 60 days
Last 6 or 12 months
Month to date
Quarter to date
Year to date
Or select a custom date range for specific analysis
Click either the Finance Reports or Project Reports header links to view the complete reports pages with additional insights and data.
Customizing your Home page layout
The Home page uses a flexible widget system that allows you to personalize your dashboard to match your workflow. Different widgets are available based on your user role—for example, Finance Reports are available to Admins, Owners, and Accountants, while Project Reports are only available to Admins and Owners.
Rearranging widgets
Click the Display settings icon (three horizontal lines) in the top right corner of the Home page
Click and drag the section names (Projects, Invoices, Waiting on You, etc.) to your desired position
The page sections will automatically update to reflect your new arrangement
Showing or hiding widgets
In the Display settings menu, locate the widget you want to hide
Click the eye icon next to the section name to hide it from view
Click the eye icon again to make the section visible
Your layout preferences are saved automatically and will persist across sessions.
FAQ
I can't find certain sections within the Home page.
Check the Display settings menu in the top right corner of the Home page. The section may have been accidentally hidden. Click the eye icon next to the section name to make it visible again.
Alternatively, your assigned user role might be blocking you from see certain sections, since widgets are filtered based on your user role in the workspace. For example, Finance Reports are only visible to Admins, Owners, and Accountants. Contact your workspace administrator if you believe you should have access to additional widgets.