DashboardUpdated May 2026
Activity Widgets
How to use the activity widgets on the Dashboard.
Access:OwnerAdminUser
Overview
Below the KPI cards, the Dashboard shows several activity widgets. Each widget focuses on a specific area of your business and links through to the relevant module for more detail.
Available Widgets
| Field | Required | Description |
|---|---|---|
Revenue Trend | — | A chart showing your revenue over time. Helps identify growth patterns and seasonal trends. |
Expense Breakdown | — | A breakdown of your spending by category for the current period. |
Invoice Pipeline | — | A view of invoices at each status stage — Draft, Sent, Paid, Overdue. |
Compliance Upcoming | — | The next 5 compliance deadlines, sorted by due date. |
Recent Activity | — | A live feed of the most recent actions taken in your workspace. |
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Tip
Which widgets you see can depend on your plan and role — for example, AI-driven insights and analytics are richer on higher plans, and some panels are only shown to Owners and Admins.
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