Your Daily Command Center
The Insights dashboard is the first thing you see when you log into Officaid. It pulls together the most important information from across your business, organized into clear sections that let you quickly assess what needs your attention. Everything is connected, and the dashboard is where those connections become visible.
How the Dashboard is Organized
The Insights dashboard flows from top to bottom, starting with the most time-sensitive items and moving into deeper business summaries. This structure ensures urgent matters appear first, while supporting information remains accessible as you scroll.
The dashboard is divided into distinct sections:
- Alerts appear at the top, flagging overdue tasks, deals, bills, and invoices
- Quick Actions on the right side provide shortcuts to common tasks
- Network section shows your companies, contacts, and relationship health
- Sales section displays closed deals, ongoing deals, and upcoming activities
- Team section summarizes employees, payroll, and pending requests
- Finance section presents cash flow, accounts, profit and loss, expenses, and invoices
Permission-Based Visibility
Not everyone needs to see everything. The Insights dashboard adapts based on your access permissions, showing only the sections relevant to your role. Someone with Finance access sees cash flow and invoice data. Someone managing the Team module sees employee summaries and pending requests.
General features like alerts, Quick Actions, Tasks, and Calendar are available to everyone, ensuring every user has a functional workspace regardless of their specific module access.
Interactive Elements
The dashboard isn't just for viewing. Nearly every element is clickable and leads somewhere useful. Click on an alert to see the relevant records. Click on a contact to open their profile. Click on a deal activity to view the full deal details. This interactivity means you can move from awareness to action without extra navigation.
Real-Time Data
The Insights dashboard reflects your current data. When you record a payment, the invoice section updates. When you close a deal, the sales metrics change. There's no delay or manual refresh required. This ensures you're always looking at the latest state of your business.
The Officaid Philosophy
Officaid is built on the principle that everything is connected. A contact becomes a company, a company generates a deal, a deal produces a quotation, a quotation converts to an invoice. The Insights dashboard makes these connections visible, showing how different parts of your business relate to each other.
This connected approach means the dashboard isn't just a collection of separate metrics. It's a coherent picture of how your business is performing across all fronts.
Frequently Asked Questions
The sections you see depend on your access permissions. If you don't have access to a module, its corresponding section won't appear on your dashboard. Contact your administrator in Admin → Access to request access to additional modules.
The dashboard updates in real-time. Any changes you make in other modules are reflected immediately when you return to the dashboard.
All users can access alerts and notifications for items they have permission to view, the Quick Actions panel, the Tasks module, and the Calendar. These core features ensure everyone has a functional workspace.
What's Next?
Now that you understand how the dashboard is structured, learn how to use it effectively:
- Navigating the Insights Dashboard - Learn how to interact with each section
- Managing Dashboard Alerts - Handle overdue items and notifications
- Using Quick Actions - Create records without leaving the dashboard