Alpha Dashboard
Portal dashboard showing account statistics and quick actions for clients
Portal Dashboard
The dashboard is the first screen clients see after authenticating. It shows a set of statistics about their account and quick links to the main portal sections.
Statistics
When the finance scope is enabled for the tenant, the dashboard displays the following stat cards. Each card links directly to the corresponding list page:
| Card | Description | Links To |
|---|---|---|
| Open Orders | Number of orders that are still open | Orders |
| Unpaid Invoices | Number of invoices that have not been fully paid | Invoices |
| Pending Estimates | Number of estimates awaiting the client's response | Estimates |
| Pending Change Orders | Number of change orders awaiting approval | Change Orders |
| Total Outstanding | Total outstanding amount, formatted in the account currency | Invoices |
Cards are only shown for scopes the tenant has enabled for the portal.
Quick Actions
Below the statistics, a quick actions section links to the main finance pages:
- View Orders — track order history
- View Invoices — check invoices and payments
- View Estimates — review quotes and proposals