Open the dashboard

Go to Reports → Business Overview. The view is restricted to Admins and Owners.

Date range

Use the Date Range Selector at the top right to switch between Last 7 Days, Last 30 Days, Quarter, Year, or a custom range. Every chart and KPI on the page reacts to the range.

What you see

• Summary KPI banner: total revenue, RMR, signed envelopes, open proposals.

• Revenue chart: billed vs. collected over time.

• Pipeline chart: proposal value by stage.

• Activity heatmap: when your team is most active.

• Top performers: leaderboard of users by closed deals.

Drilling in

Click any chart card to open the corresponding detail tab (RMR/ARR, Proposals, User Performance) with the same date range pre-applied.

Note: Numbers update in near real-time. If you just signed a contract, refresh once to see it reflected.