Dashboard

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Dashboard

One screen that says where your attention belongs: metrics, approvals in motion, what waits for you, and recent activity.

For Everyone
Dashboard screenshot

How to use this page

  1. 1 Read the metric tiles. Administrators get an organization row first (total requests, pending approvals, active users, returned, approved, drafts); everyone gets their own row (awaiting your decision, your proposals, approved this month, returned for revision).
  2. 2 Every tile is a link into the Proposals workspace already filtered to what the number counts.
  3. 3 Approvals in motion lists the active chains with their progress, current approver and last activity; stalled ones are flagged.
  4. 4 For Approval shows the two most relevant items per lane; open a lane to see everything waiting for you.
  5. 5 Your recent activity is the timeline of what you touched last.
  6. 6 New Proposal in the top-right starts the create wizard.

Daily pattern

  • Start on the dashboard, then move into Proposals or Budgeting.
  • Treat the numbers as navigation, not evidence: decide on the paper page.