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Dashboard Overview
Learn how to navigate and use your Zenaris dashboard effectively.
Dashboard Overview
The dashboard is your command center in Zenaris. Here's what you'll find:
Key Metrics
At the top of your dashboard, you'll see important metrics:
- Total Revenue: Sum of all paid invoices
- Pending Amount: Outstanding invoice amounts
- Hours Tracked: Total billable hours logged
- Active Clients: Number of clients with ongoing work
Quick Actions
Use the quick action buttons to:
- Create a new invoice
- Add a task
- Start time tracking
- Generate a quote
Activity Feed
The activity feed shows recent changes across your account:
- Invoice status updates
- New tasks created
- Payments received
- Quote conversions
Navigation
Use the sidebar to access:
- AI Assistant: Get AI-powered insights and suggestions
- Clients: Manage your client list
- Tasks: View and manage tasks (Kanban board)
- Quotes: Create and track proposals
- Invoices: Manage all invoices
- Recurring: Set up recurring invoices
- Settings: Configure your account