The Dashboard tab, explained

Counts, charts and lists that show how the work is going.

1 min read

The top of the Dashboard with callouts for CSV, Print / PDF report and the History window list, then tiles for Open projects, Overdue, Due in 7 days, Completed in window, Created in window, Active ideas and Forgotten ideas. — The top of the Dashboard.

Close-up 1: CSV. Download projects as a spreadsheet. See Export a report from the Dashboard. — The top of the Dashboard.

Tile	What it counts
Open projects	Projects not in a done status.
Overdue	Open projects whose due date has passed.
Due in 7 days	Open projects due from today through the next 7 days.
Completed in window	Projects completed in the chosen period.
Created in window	Projects created in the chosen period.
Active ideas	Ideas that are not parked or promoted.
Forgotten ideas	Ideas with no changes for more than 30 days.

Two charts: Progress by status as horizontal bars, and Productivity showing projects completed per week as a bar chart. Below them are an Overdue list and a Billable hours by client section. — Charts and lists.

Close-up 1: Progress by status chart — Charts and lists.

Progress by status shows how many projects sit in each status. Productivity shows projects completed per week. Overdue lists each late project with an Open button. On plans with time tracking, Billable hours by client shows hours logged and value. Forgotten ideas lists ideas to revisit.

Good to know

Every chart has the numbers beside it as text, so you never have to rely on color alone.

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