The dashboard is the very first thing you’ll see when you log into your Dubsado account. The most important information and pending actions are shown on your dashboard so you can always stay up to date with what’s happening in your business.

Alerts

To view all recent notifications on your account activity, click on the bell icon in the top menu. This will show all recent payments, submitted forms, and new leads!

 

Financial Indicators

Financial Goals

Here you can set a financial goal for business and see how much progress you’ve made. Click the pencil icon to enter your financial goal and select whether it’s a monthly or yearly goal. The goal counts gross income recorded in Dubsado and does not factor in any expenses.

Open Invoices

This card shows you the total of all your outstanding invoices. To review a list of all your invoices, head to Accounting >> Invoices.

Revenue Indicator

This indicator shows your growth over the last 30 rolling days. It compares where you are today vs. 30 days ago and displays that change as a percentage.

 

Recent

The Recent card will show you all of the pending items that need your attention. You can click on any of the items to see invoices with missed payments (requires a payment schedule), contracts needing counter signatures, or workflow actions that need approval. We also have a shortcut to where you can learn about our latest feature releases.

 

Calendar

Choose between an agenda-style overview, a more traditional calendar view, or a weekly view. This will show all events created by Dubsado as well as any events on your synced external calendar.

You can click on any of the events or Show Details to view more information. Click on any scheduled payment to manually send an email reminder!

Here is a guide to the calendar colors:

  • Blue - Jobs
  • Black - Leads
  • Green - Appointments
  • Purple - Tasks w/ Due Dates 
  • Yellow - Your Synced Calendar
  • Red - Scheduled Payments Due

Customizing the calendar colors is not possible at this time.

 

Financials

Compare your income, expenses, and profit over two different date ranges that you set. Similar to the Revenue Indicator, but you are choosing which dates to compare!

 

Tasks

This is where you will see any tasks with due dates or tasks that have been assigned to you. If the task does not have a due date or assignee, it will be under the general TASKS tab in the main menu.

 

What's Next?

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