Dashboard Overview

The dashboard is the first thing you see when you log in. It is designed to give you a quick snapshot of your workspace at a glance.

Main Navigation

The main navigation provides access to the major sections of Pipeline:

  • Dashboard - Your home screen with key metrics
  • CRM - Customers, properties, leads, quotes and jobs
  • Accounting - Invoices, expenses and suppliers
  • Reports - Sales, revenue, aged debt and workload reporting
  • Settings - Company settings, apps, lead forms and public page settings
  • Admin - Billing, roles, users and dashboard defaults

Customising Your View

You can rearrange dashboard widgets by dragging and dropping them into your preferred positions. Some widgets can be resized, and you can add or remove widgets from the widget gallery.

Search and Quick Actions

Use the search bar at the top of the page to quickly find customers, leads, quotes, jobs, invoices, expenses and suppliers.

Notifications

The bell icon in the top-right corner shows your recent notifications. You can mark them as read individually or clear them all at once. Notification preferences can be configured in your account settings.