v1.14.0 & v1.15.0 (Jul 15, 2026) A fully customizable dashboard and a weekly business digest

Your dashboard now covers every part of your business, and you decide what's on it.

Make it yours:

- Click Customize to turn widgets on or off and drag them into the order you like

- Your layout is saved to your account, so every admin can have their own

- Only widgets for features included in your plan are shown

Every part of the business, covered:

- Projects and tasks: active and overdue projects, your task board and what's due this week

- Finance: collected vs outstanding vs overdue, invoices due this week and recent payments

- Estimates and proposals, with acceptance rates

- HR: who's in today, pending leave, timesheets to review and upcoming holidays

- Support tickets by priority, team workload, expense breakdown, recent invoices and recent leads

- Optional widgets for contracts, social posts, orders, bank balances and forms

New insights:

- Lead Sources: see which sources bring the most leads, how well each converts and how much they've won you

- Sales Trend: won deals over the last 6 months, plus your win rate and average deal size

- Client Health: spot clients at risk, like those with overdue balances or no activity in 60+ days, before you lose them

- Follow-ups: overdue, today and upcoming follow-ups across your team, plus active leads with no next step planned

- Plan and seats: your plan, renewal date and how many seats you've used

Pick your time period:

- Switch between this month, last month, this quarter and this year, with comparisons to the previous period

Birthday wishes:

- Send a birthday email to a client or team member right from the Birthdays widget

- A personalized message is written for you, which you can edit and preview before sending

- Save your wording as the default for future birthdays

Weekly business digest:

- Every Monday morning, workspace owners receive a summary email with revenue, outstanding and overdue payments, a prioritized to-do list, clients to reach out to and a sales snapshot

More accurate numbers:

- Dashboard figures now include your whole team's work, not just your own

- Partially paid invoices are now correctly counted as outstanding

- Amounts now show in full (like $51,200) instead of being shortened to $51.2K

Your brand, everywhere:

- The dashboard now follows your workspace theme and brand color, in both light and dark