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/Express Core Express Plus Manager Billing Accounting Time Expense HR Standard HR Administrator CRM (Beta)
Account BalancesCompare your account balances with the reconciled account balances in Core.
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Active AccountsSee a list of active accounts and their balances for the current month and year-to-date.
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Activity PerformanceKeep track of your most profitable activities based on their billed time for a defined period.
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Aged ReceivablesSee the summary of open invoice balances broken down into four aging periods based on the invoice due date.
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AgingSee the breakdown of your unpaid invoices for a defined period.
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Balance Sheet- ComparativeCompare the selected year’s assets, liabilities and equity account totals with the same period for the prior year.
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BillingTrack all the revenue generated by the company for a defined period.
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Campaign ROIIdentifies the campaigns that are doing well and those that are not performing as expected based on the return on investment (ROI).
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Cash FlowSee the breakdown of your cash flow for a defined period.
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Client PerformanceKeep track of your most profitable clients based on their cash payments for a defined period.
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Current Opportunities Displays a list of open opportunities managed by the current user. It gives a quick snapshot of how much you have in open and closed opportunities.
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DocumentsView and open all the documents added or modified within the specified date range.
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Due ProjectsView the list of projects that are due within the specified date range. You can see all the approaching deadlines.
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Earned ValueSee the earned value of the projects you manage for a defined period.
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Employee AllocationSee the allocated hours of the logged-in user by project and task within the specified date range.
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Employee PerformanceKeep track of your most profitable employees based on their billed time for a defined period.
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Expense PerformanceKeep track of your most profitable expenses based on their billed value for a defined period.
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ExpensesSee the company’s expenses broken down into accounts within the specified date range.
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Follow-UpsDisplays all the upcoming follow-ups for the current user. These follow-ups are related to leads, prospects, campaigns, opportunities, etc.
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Gross Margin By ClientTrack the profitability or margin analysis of clients within the specified date range on accrual basis.
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Gross Margin By ProjectTrack the profitability or margin analysis of projects within the specified date range on accrual basis.
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HoursCompare the billable and non-billable hours logged by your employees for a defined period.
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HR Upcoming ReviewsSee the summary of upcoming performance reviews along with their due dates.
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IncomeSee the company’s income broken down into accounts within the specified date range.
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Income vs. ExpensesView the company's overall income, expenses and profit for a defined period.
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Money OwedSee the summary of open invoice balances for a defined period.
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NotesSee a list of journal notes related to employees, projects and clients for a defined period.
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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.
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Profit and Loss-ComparativeCompare the selected period’s income and expense account totals with the same period for the prior year.
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Project AllocationSee the allocated hours of the project and task within the specified date range.
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Project Allocation by ActivitySee the allocated hours of the project by activity and task within the specified date range.
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Project PerformanceKeep track of your most profitable projects based on their payments for a defined period.
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Project StatusSee overview of the projects based on their contract and budget amount.
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ReimbursablesSee the unpaid and partially paid reimbursable expenses of the logged-in user.
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Retainer BalancesSee the summary of retainer balances yet to be paid by the clients for a defined period.
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Sales FunnelGives an idea about the sales pipeline in terms of what percentage of leads advanced through each stage of your sales pipeline or cycle.
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Sales Goals PerformanceShows the revenue from closed deals compared to your team's sales goal. You can use this information to track the progress of the set sales goals of the logged-in user.
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Sales Velocity by OwnerShows how much time each sales rep takes on an average to move a deal from one stage to the next.
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Staff Effective RatesSee the billed percentage and realization rate of each employee for a defined period.
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Staff UtilizationSee the billability and utilization percentage of each employee for a defined period.
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Staff WorkLoadView your employees' scheduled hours and actual hours worked for a defined period.
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Task AllocationSee task allocations for your team by activity and project in the specified date range.
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Time PerformanceTrack the performance of employees based on the total billable hours, non-billable hours and internal hours logged by them.
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To DosSee all the open, incomplete to-dos related to the logged-in user.
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Top OpportunitiesDisplays a list of top opportunities based on the already closed amount, ongoing forecast amount, and highest probability.
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Top ProspectsShows the prospects with the highest expected revenue for ongoing opportunities or the ones with the highest closed amounts.
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Trust Fund BalancesSee the summary of trust fund balances (Received, Used and Remaining) of your projects for a defined period.
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Unbilled TimeSee all the unbilled hours based on the time entry date within a defined period.
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WorkflowsSee the status of entries submitted to the logged-in user based on entry type.
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