Home is your OneSuite dashboard: one screen with your key numbers, a queue of work waiting on you, and widgets for tasks, projects, pipeline, documents and revenue. It shows you where your business stands before you open any other module.
In this guide you’ll learn how to:
- Open your dashboard from the sidebar
- Read the KPI strip and the Needs you queue
- Choose from the widgets you can add
- Add, resize, move and remove widgets with Customize
How to open your dashboard
You open the dashboard by clicking Home, the first row at the top of the sidebar.
- Look at the top of the left sidebar.
- Click Home. It sits above the group labels and is always first.
What the Needs you queue shows
Needs you is a short queue of timesheets waiting for your review, shown above the KPI strip.
- Read the row, for example 1 timesheet waiting for review, and the week it belongs to.
- Click Review to open Approvals and review the week.
Note: you only see Needs you if you can approve team timesheets, approvals are switched on for your business, and at least one timesheet is waiting. When nothing is waiting, the queue does not appear. Your own time is not counted unless your business allows self-approval.
What the KPI strip shows
The KPI strip is a row of four fixed tiles that sit below Needs you and above your widgets:
- Active Clients
- Ongoing Projects
- Total Revenue
- Pending Invoices
The KPI strip is pinned. You cannot move, resize or remove its tiles. Each tile appears only if your profile can see top-level insights and has access to the module behind it.
Which widgets you can add
Below the KPI strip is a grid of widgets you choose for yourself. These are the widgets available:
| Widget | What it covers |
|---|---|
| Overview | Projects, pipeline and invoicing over a date range |
| Recently Completed | Tasks your team finished recently |
| The tasks widget assigned to you | Tasks assigned to you |
| Overdue Tasks Count & Age | Overdue tasks and how late they are |
| Upcoming Deadlines | What is due soon across your projects |
| Most Active Projects | Where work is happening |
| Top Project by Revenue | Your highest-earning projects |
| Top Clients by Revenue | Your highest-earning clients |
| Pipeline Overview | Your opportunities across stages |
| Pipeline Growth | How your pipeline changes over a date range |
| Recent Opportunities | Newly created opportunities |
| Stalled Opportunities | Opportunities flagged Stage overdue or No activity |
| Lead Source | Where your business comes from |
| Overdue CRM-Related Tasks | CRM follow-ups that are past due |
| Documents and Contracts | Documents and contracts and where they stand |
| Revenue Forecast | Revenue over a date range |
Overview, Pipeline Growth and Revenue Forecast have their own date range picker: Last 7 days, Last 30 days, Last 90 days, Last 12 months or Custom range.
Note: a widget only shows if your profile has permission for it and the modules it reads from are switched on for your business. If a widget is empty, check that the module behind it has data.
How to customize your dashboard
You customize the dashboard from the Customize drawer, and every change saves automatically.
- Click Customize above the widget grid. The Customize dashboard drawer opens.
- Find a widget that is not on your dashboard yet. Each one shows whether it is Full width or Half width.
- Click Add, or drag the widget from the drawer onto the dashboard grid and release it where you want it.
- Close the drawer when you are done. There is no Save button.
When every widget is already on your dashboard, the drawer says All widgets are on your dashboard. To start over, click Reset to default layout in the drawer.
How to resize, move or remove a widget
You resize and remove a widget from its options menu, and move it by dragging the card on the grid.
- Open the ⋯ menu (Widget options) on the widget.
- Choose Half size or Full size to change its width.
- Choose Remove widget to take it off your dashboard.
- To move a widget, drag the card to a new place on the grid.
A removed widget goes back into the Customize dashboard drawer, so you can add it again at any time. Removing a widget does not delete any data.
If you remove every widget, the grid shows Your dashboard is empty with an Open customize button.
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FAQs
What does the OneSuite dashboard show?
The OneSuite dashboard shows four KPI tiles (Active Clients, Ongoing Projects, Total Revenue and Pending Invoices), a Needs you queue of timesheets to review, and the widgets you choose. You open it by clicking Home in the sidebar.
Why is a widget missing or empty on my dashboard?
A widget is missing when your profile lacks its permission or its module is switched off for your business. It is empty when the module behind it has no data yet, such as a pipeline widget with no opportunities.
Why don’t I see the Needs you queue?
You don’t see Needs you when nothing is waiting for your review, when approvals are switched off, or when your profile cannot approve team timesheets. The queue only appears when there is a timesheet you can act on.
How do I get a removed widget back?
Click Customize and add the widget again from the Customize dashboard drawer. Removed widgets always return to the drawer.
Can I use Reports instead of the dashboard?
You can use both, because they answer different questions. The dashboard is a quick look at where things stand today, while Reports lets you pick a period, filter it and save or schedule the result.
Do my clients see this dashboard?
No. Clients who sign in to the client portal get their own dashboard. See Client Portal Dashboard.
What to do next
Tailor the layout: Learn how to add and arrange every widget with How to Customize Your Dashboard.
Review waiting timesheets: Clear your Needs you queue with How to Approve Timesheets and Expenses.
Dig into the numbers: Go beyond the dashboard with Reports Overview.