Dashboard & notifications

Dashboard

The dashboard is the first page after you sign in. Every number comes from real records, and each card only appears if your role can use that module.

Date filter — Today, This week, This month, Last month, This quarter, This year or Custom.
Check in / Check out — at the top, so you don’t have to open My attendance.
Birthdays and work anniversaries — today and the next 7 days, for the whole company. Only the day and month are shown, never the year. Hidden when there are none.
Trends — income vs expenses for the last 6 months, leads by stage, and projects and tasks by status. Hover over a month to see its figures.

Notifications

The bell at the top shows things that need you, such as New lead assigned to you, a task comment or a leave request to approve. Notifications can also arrive by email — your company switches this on, and you can choose your own preference.

The side menu is grouped into sections that fold open and closed. You only see the sections your role can use.