DashboardUpdated May 2026
Dashboard Overview
A guide to the Tetri Copilot Dashboard and what each section shows.
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Overview
The Dashboard is the first page you see after signing in. It provides a real-time snapshot of your business health — including revenue, outstanding invoices, recent expenses, and compliance status. Everything on the Dashboard updates automatically as you add or change records.
How to Open the Dashboard
- 1
Sign in to Tetri Copilot.
- 2
The Dashboard opens automatically.
- 3
To return to it at any time, click Dashboard in the left sidebar or click the Tetri Copilot logo.
Dashboard Sections
| Field | Required | Description |
|---|---|---|
KPI Cards | — | Top-row summary cards showing total revenue, total expenses, outstanding invoices, and overdue amount. |
Revenue Chart | — | A line or bar chart showing revenue trends over the past 30, 60, or 90 days. |
Recent Invoices | — | A list of your most recently created or updated invoices with their status. |
Recent Expenses | — | A list of your most recently added expenses. |
Compliance Alerts | — | Upcoming compliance deadlines and overdue items shown as alerts. |
Upcoming Payments | — | Invoices due soon or overdue, sorted by due date. |
AI Insights | — | AI-generated observations about your business trends and recommended actions. |
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Tip
Click on any dashboard widget to navigate directly to the related page. For example, clicking on "Overdue Invoices" takes you to the Invoices page filtered to show overdue records.
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