Dashboard Overview

Learn about the Custojo dashboard and its key features

Dashboard Overview

The Custojo dashboard is your central hub for managing all aspects of your business. This guide will help you understand the dashboard layout and key features.

Your Command Center

The dashboard provides a comprehensive overview of your business operations, allowing you to monitor performance, track projects, and manage tasks from a single interface.

Dashboard Layout

The Custojo dashboard is designed to provide quick access to all important information and functions. The main dashboard is divided into several sections:

Navigation Sidebar

The sidebar on the left side of the screen contains links to all major sections of the application:

  • • Dashboard: Return to the main dashboard view
  • • Projects: Access your projects and tasks
  • • Clients: Manage your client information
  • • Invoices: Create and manage invoices
  • • Reports: View financial and project reports
  • • Settings: Configure your account and workspace settings

Quick Stats

At the top of the dashboard, you'll find quick statistics that give you an at-a-glance view of your business performance:

  • • Revenue: Total revenue for the selected period
  • • Outstanding Invoices: Amount in unpaid invoices
  • • Active Projects: Number of currently active projects
  • • Tasks Due: Number of tasks due in the next 7 days

Recent Activity

The Recent Activity section shows the latest actions and updates across your workspace, including:

  • • New projects created
  • • Invoice status changes
  • • Client interactions
  • • Team member activities
  • • Task completions and assignments

Project Status

This section displays a visual overview of your project statuses:

  • • Not Started: Projects that have been created but not yet begun
  • • In Progress: Active projects currently being worked on
  • • On Hold: Projects temporarily paused
  • • Completed: Projects that have been finished

Financial Overview

The Financial Overview section provides charts and graphs showing:

  • • Monthly revenue trends
  • • Invoice payment status
  • • Expense categories
  • • Profit margins

Customizing Your Dashboard

You can personalize your dashboard to show the information most relevant to you:

Customizing Your Widgets

1

Access Customization Mode

Click the Customize button in the top-right corner of the dashboard

2

Rearrange Widgets

Drag and drop widgets to rearrange them in your preferred layout

3

Configure Widget Settings

Click the gear icon on any widget to configure its settings and display options

4

Add New Widgets

Use the "Add Widget" button to add new information panels to your dashboard

5

Remove Widgets

Remove widgets by clicking the "X" in their top-right corner

Dashboard Features

Task Management

From the dashboard, you can:

  • • View tasks due today and this week
  • • Create new tasks with the quick-add button
  • • Assign tasks to team members
  • • Set priorities and due dates

Notifications

The notification bell in the top navigation bar shows:

  • • Upcoming deadlines
  • • New comments on projects
  • • Invoice status changes
  • • System announcements

Search Functionality

The global search bar at the top of the dashboard allows you to quickly find:

  • • Projects
  • • Clients
  • • Invoices
  • • Tasks
  • • Team members
  • • Documents

Mobile Dashboard

Mobile Access

The Custojo dashboard is fully responsive and available on mobile devices. The mobile version includes:

  • • A simplified layout optimized for smaller screens
  • • Access to all critical functions
  • • Push notifications for important updates
  • • Touch-friendly controls

Tips for Effective Dashboard Use

Dashboard Best Practices

  • Start your day with the dashboard: Get a quick overview of what needs attention
  • Customize for your role: Focus on the metrics and information most relevant to your responsibilities
  • Use filters: Narrow down information when working on specific projects or clients
  • Check notifications regularly: Stay updated on important changes and deadlines
  • Review weekly reports: Use the dashboard's reporting features to track progress over time

Next Steps

Managing Projects

Learn how to create, organize, and track projects efficiently.

Reports & Analytics

Discover how to generate and interpret business reports.

Account Settings

Configure your profile and workspace preferences.

Note:

Pro Tip: You can access the dashboard from anywhere in the application by clicking the Custojo logo in the top-left corner of the screen.