Dashboard
7 docs
Last Updated: June 17, 2026
OverviewÂ
Running a digital agency means juggling clients, projects, cash flow, contracts, and deadlines all...
Last Updated: June 19, 2026
How to Customize Your Dashboard
Your Dashboard is fully customizable. You can resize widgets, remove ones you don’t need,...
Last Updated: June 19, 2026
Client Portal DashboardÂ
Client Dashboard Overview Managing a digital agency means tracking projects, invoices, deadlines, and approvals...
Last Updated: June 1, 2026
Monitor Documents, Contracts & Marketing Lead Sources
Documents and Contracts Shows the current status of your sent documents proposals, contracts, agreements...
Last Updated: June 1, 2026
CRM, Client & Pipeline Widgets — OneSuite Dashboard Guide
Overdue CRM-Related Tasks Surfaces CRM tasks follow-ups, calls, proposals, check-ins that have passed their...
Last Updated: June 1, 2026
Track Tasks, Deadlines & Project Activity in OneSuite
My Tasks Shows your personal task queue every task assigned to you, across all...
Last Updated: June 5, 2026
Track Revenue Trends, Forecasts & Top Projects in OneSuite
Revenue Overview Shows your agency’s revenue week by week as a line chart, compared...