Dashboard widgets by subscription packages

The Dashboard feature in Core offers many widgets based on the subscription package purchased by you. In other words, the widgets you access on your dashboard depend on your subscription package as well as the security permissions. You can view the widgets included in each package:

Widget Name Core Essentials Manager Billing Accounting Time Expense HR Standard HR Administrator
Account Balances See a list of accounts with their associated balances and reconciled balances.
      ico-Dash-Approvals-n_1x.png      
Active AccountsSee a list of active accounts and their balances for the current month and year-to-date.
      ico-Dash-Approvals-n_1x.png      
Activity PerformanceKeep track of your most profitable activities based on their billed time for a defined period.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png      
Aged ReceivablesSee the summary of open invoice balances broken down into four aging periods based on the invoice due date.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png      
AgingSee the breakdown of your unpaid invoices for a defined period.
ico-Dash-Approvals-n_1x.png   ico-Dash-Approvals-n_1x.png        
Balance Sheet- ComparativeCompare the selected year’s assets, liabilities and equity account totals with the same period for the prior year.
      ico-Dash-Approvals-n_1x.png      
BillingTrack all the revenue generated by the company for a defined period.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png        
Cash FlowSee the breakdown of your cash flow for a defined period.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png      
Client PerformanceKeep track of your most profitable clients based on their cash payments for a defined period.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png      
DocumentsView and open all the documents added or modified within the specified date range.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png  ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png  ico-Dash-Approvals-n_1x.png
Due ProjectsView the list of projects that are due within the specified date range. You can see all the approaching deadlines.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png          
Earned ValueSee the earned value of the projects you manage for a defined period.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png      
Employee AllocationSee the allocated hours of the logged-in user by project and task within the specified date range.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png    
Employee PerformanceKeep track of your most profitable employees based on their billed time for a defined period.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png          
Expense PerformanceKeep track of your most profitable expenses based on their billed value for a defined period.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png      
ExpensesSee the company’s expenses broken down into accounts within the specified date range.
ico-Dash-Approvals-n_1x.png   ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png      
Gross MarginTrack the profitability or margin analysis of clients within the specified date range on accrual basis.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png      
HoursCompare the billable and non-billable hours logged by your employees for a defined period.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png    
HR Upcoming ReviewsSee the summary of upcoming performance reviews along with their due dates.
            ico-Dash-Approvals-n_1x.png
IncomeSee the company’s income broken down into accounts within the specified date range.
ico-Dash-Approvals-n_1x.png   ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png      
Income vs. ExpensesView the company's overall income, expenses and profit for a defined period.
ico-Dash-Approvals-n_1x.png   ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png      
Money OwedSee the summary of open invoice balances for a defined period.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png      
NotesSee a list of journal notes related to employees, projects and clients for a defined period.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png  ico-Dash-Approvals-n_1x.png  ico-Dash-Approvals-n_1x.png
Paid Time Off and Comp HoursSee the summary of hours logged or used by employees against the sick, vacation, holiday and comp time activities within the specified date range.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png  
Profit and Loss-ComparativeCompare the selected period’s income and expense account totals with the same period for the prior year.
      ico-Dash-Approvals-n_1x.png      
Project AllocationSee the allocated hours of the project and task within the specified date range.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png    
Project Allocation by ActivitySee the allocated hours of the project by activity and task within the specified date range.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png    
Project Gross MarginTrack the profitability or margin analysis of Projects within the specified date range on accrual basis.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png      
Project PerformanceKeep track of your most profitable projects based on their payments for a defined period.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png      
Project StatusSee overview of the projects based on their contract and budget amount.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png      
ReimbursablesSee the unpaid and partially paid reimbursable expenses of the logged-in user.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png    
Retainer BalancesSee the summary of retainer balances yet to be paid by the clients for a defined period.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png      
Staff Effective RatesSee the billed percentage and realization rate of each employee for a defined period.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png      
Staff UtilizationSee the billability and utilization percentage of each employee for a defined period.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png      
Staff WorkLoadView your employees' scheduled hours and actual hours worked for a defined period.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png      
Time PerformanceTrack the performance of employees based on the total billable hours, non-billable hours and internal hours logged by them.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png    
To DosSee all the open, incomplete to-dos related to the logged-in user.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png  ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png
Unbilled TimeSee all the unbilled hours based on the time entry date within a defined period.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png      
WorkflowsSee the status of entries submitted to the logged-in user based on entry type.
ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png   ico-Dash-Approvals-n_1x.png ico-Dash-Approvals-n_1x.png
Was this article helpful?
0 out of 0 found this helpful