Overview
The dashboard is your landing page after sign-in — a snapshot of open work, revenue metrics, and setup progress across the business.
Where in the app: Sidebar → Dashboard (first item)
Open: Dashboard
Metrics and widgets respect the active company profile when multi-location is enabled.
Two views
Use the toggle in the page header to switch modes:
| View | Purpose |
|---|---|
| Overview | KPI cards, recent estimates, opportunities, jobs, invoices, onboarding |
| Reports & Insights | Charts for revenue, aging, funnel, quote status, and customer growth |
Quick navigation from KPI cards
Click any summary card to jump to the related module:
| Card | Opens |
|---|---|
| Open Opportunities | Opportunities |
| Open Quotes | Estimates |
| Active Jobs | Jobs |
| Current Invoices | Invoices |
Monthly Revenue and Conversion Rate show trends but do not navigate away.
New to Dirt Face?
- Setup checklist — pinned on Overview until dismissed; see Onboarding checklist
- Getting Started hub — appears for brand-new accounts with guided next steps
- Trial banner — subscribe before trial ends via Subscribe in the banner
Full setup path: Getting started with Dirt Face
Reference guides
Related
- Fence job lifecycle
- Help icon — use ? in the app header for contextual guides on any screen