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Understanding the Admin Dashboard
The admin dashboard gives you a bird's-eye view of your business — team utilization, project health, and revenue metrics all in one place.
1
Access the dashboard
Click Dashboard in the sidebar. The admin dashboard is only visible to users with the Admin role.
2
Review team utilization
The utilization section shows how many hours each team member has logged this week and month, with a visual bar for each person.
3
Check project health
The projects section shows active projects with their budget status, overdue tickets, and recent activity.
4
Monitor revenue metrics
If QuickBooks is connected, you'll see invoiced amounts, outstanding balances, and monthly revenue trends.
5
Export reports
Use the export button to download utilization and project data as CSV for your own reporting needs.
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