The Dashboard gives you a personalized snapshot of where things stand — your active projects, upcoming deadlines, and anything that needs your attention — all in one place. It's scoped entirely to you, so what you see reflects your workload, not your whole team's.
Your Numbers at a Glance
At the top of the Dashboard you'll find a row of summary cards showing your key project activity. All cards are specific to you and your projects; not your entire organization.
Overdue Items
The grand total value of all bids for projects you own, where the due date has passed ("expired").
⚠️ Note, this card only appears when you have overdue items, so if you don't see it, you're on track!
Bids In-Progress
The total value and count of active bids you're working on that are still awaiting a response.
30-Day Win Rate
The percentage of your bids won versus lost over the last 30 days, along with month-over-month trend information.
Top Category
The type of project you win the most, with a note on whether you're ahead of or behind where you were at this same point last month.
What Needs Your Attention
Below the summary cards, the Dashboard surfaces time-sensitive items that need action. This section has up to three cards:
Needs Attention
A highlighted list of projects and tasks that are already past due. Just like the box above it, this card only appears when you have overdue items and it's intentionally eye-catching so nothing slips through the cracks.
Due Today
Projects and tasks that are due today but not yet overdue. You can create a new task directly from this card without leaving the Dashboard.
Upcoming Tasks You Assigned to Others
If you've assigned tasks to teammates, this card tracks them so you can stay on top of what's pending without having to chase people down. It shows how many are overdue and gives you a quick way to follow up or assign new tasks.
Related: Managing Tasks
Your Week at a Glance
The Workweek card lays out your current Monday through Friday in a day-by-day view. It pulls in any projects you own and tasks assigned to you that fall within the week, so you can see at a glance how your time is distributed.
By default, completed items are hidden to keep the view clean. You can toggle them back on if you want to see the full picture of the week. You can also mark tasks complete directly from this card.
Projects You're Working On
At the bottom of the Dashboard is a table of all the active projects you're involved in; whether you're the owner on a project or a contributing team member. Each row shows high-level project details so you always have critical information handy.
⚠️ The table is paginated, so if you're working on a lot of projects at once, you may have to page through them if you're looking for a specific project. Pressing the project name on any project row takes you to its full detail view.







