5. Dashboard

The dashboard is your landing page. What it shows depends on your role:

Welcome card with the day's quote.
Active tasks — tasks assigned to you or owned by you, filtered to a date range you choose.
Financial summary — year-to-date revenue (paid), expenses (paid), ARR, OPEX, and net balance for the current tenant.
Revenue vs expense chart — time-series line chart. Granularity adjusts automatically: weekly bars for ranges under two months, monthly otherwise.
Where the money goes — pie chart of expense categories.
Where the money comes from — pie chart of revenue sources.
Date range selector — month, 6M, YTD, year, 3Y, or custom range.

All money is shown in your tenant's default currency; transactions in other currencies are converted automatically using the historical rate.

Live activity metrics — active sessions right now, average session duration, daily new sessions, unique users per day.
Time range selector — month, 6M, YTD, year, 3Y, custom.