Dashboard
7 docs
Last Updated: October 1, 2026
OverviewÂ
Home is your OneSuite dashboard: one screen with your key numbers, a queue of...
Last Updated: October 1, 2026
How to Customize Your Dashboard
You customize your OneSuite dashboard by choosing which widgets sit on it, where they...
Last Updated: October 1, 2026
Client Portal DashboardÂ
The OneSuite Client Dashboard pulls project health, payment status, overdue tasks, upcoming deadlines and...
Last Updated: October 1, 2026
Monitor Documents, Contracts & Marketing Lead Sources
The Documents and Contracts widget shows where your sent proposals, contracts and agreements stand,...
Last Updated: October 1, 2026
CRM, Client & Pipeline Widgets — OneSuite Dashboard Guide
The CRM, client and pipeline widgets put your sales pipeline and your best clients...
Last Updated: October 1, 2026
Track Tasks, Deadlines & Project Activity in OneSuite
The task and project widgets on your dashboard show the tasks assigned to you,...
Last Updated: October 1, 2026
Track Revenue Trends, Forecasts & Top Projects in OneSuite
The revenue widgets on your dashboard chart your revenue over time, project it forward,...