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Category
Dashboard
Check revenue, upcoming work, notifications, and recent activity.
Understanding the Dashboard
Use the Dashboard to review your goals, inquiries, upcoming work, and items needing attention.
Understanding Revenue and Goals
Read annual revenue, revenue-goal progress, upcoming payments, and wedding goals on the Dashboard.
Understanding Inquiry Sources
See which sources produced leads and bookings during the past 12 months.
Understanding Notifications
Use Dashboard notification groups to open due projects, outstanding proposals, and overdue payments.
Understanding Upcoming Events
Review booked events occurring in the next 30 days and open the related booking.
Understanding Analytics
Move from the Dashboard summary to detailed analytics for a selected year or all time.