Updated Apr 7, 2023
The dashboard is the first thing you’ll see when you log into your Dubsado account. Important information and pending actions are shown on your dashboard so you can stay up to date with what’s happening in your business.
In this article:
Click the bell icon in the navigation bar to see all recent payments, submitted forms, and new leads. You can also customize the notifications.
Set a monthly or yearly financial goal for your business by clicking the pencil icon. Dubsado will track gross income during the specified time frame. Expenses are not factored in.
To see income from previous months or years, go to Reporting >> Chart of Accounts and filter by date.
See the total amount of all outstanding invoices. To review a list of all your invoices, head to Accounting >> Invoices.
See your growth over the last 30 rolling days. It compares the current month to previous months and displays that change as a percentage.
A revenue indicator of N/A means you may not have any transactions for the current month yet.
Shows pending items that need your attention. Click on the individual item for more information.
Invoices: See invoices with missed payments. Invoices must have a payment plan.
Contracts: See signed contracts that need your counter signature.
Workflow: See workflow actions that are waiting for your manual approval.
Shows a shortcut to our updates page where you can learn about our latest feature releases.
Your calendar shows all events created by Dubsado and any events on your synced external calendar. Click on any of the events to see more information.
Choose different calendar views to fit your needs — switch between overview, monthly, or weekly views.
Calendar colors (colors can’t be customized at this time):
Blue: Projects with a job status.
Black: Projects with a lead status.
Purple: Tasks with due dates.
Yellow: Events imported from your connected calendar.
Red: Payment plan installments due. Click to go directly to the client’s invoice.
Compare your income, expenses, and profit over two different date ranges that you set.
Tasks that are assigned to you under Assignee will show on the dashboard. Tasks that aren’t assigned to you will only appear under Tasks.
Go to Settings (the gear icon) >> Dashboard to view dashboard settings.
Use the toggle to hide financial indicators from your dashboard.
Change dashboard colors by selecting a color scheme. The color scheme is only visible to you in Dubsado — it is not visible to your clients. To change the color scheme that clients see, customize your brand color.