Dashboard
The dashboard provides a central overview of all key metrics and activities.
After logging in, you land on the dashboard, which gives you an immediate overview of the current status.
Metric Widgets
The top widgets show the most important metrics:
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Active Events - Number of currently running or upcoming events
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Open Applications - Applications that still need to be processed
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Outstanding Invoices - Unpaid invoices and total amount
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Pending Tasks - Open tasks for today and this week
Activity Feed
The activity feed shows the latest system actions chronologically:
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New Applications - Incoming applications from interested parties
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Status Changes - Changes to applications, invoices, and participants
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Payment Receipts - Received payments with amounts
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System Events - Important system notifications
What To Do Today
A prioritized action list that highlights the most urgent items:
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Overdue Invoices - Critical: Invoices past their due date, with direct link to filtered list
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Overdue Tasks - Critical: Tasks past their due date assigned to you
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Tasks Due Today - Tasks that need to be completed today
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Pending Applications - Applications waiting for review and processing
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Events Starting Today - Events that begin on the current day
Financial Overview
Revenue and payment data with event filtering:
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Event Filter - Filter financial stats by specific event or view all events
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Revenue by Month - Chart showing revenue trend over the last 6 months
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Monthly Trends - Revenue and contact growth compared to previous month (up/down/stable)
Notification Center
In-app notifications for important system events:
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Notification List - Chronological list of all notifications for the current admin
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Mark as Read - Mark individual or all notifications as read
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Delete Notifications - Remove notifications that are no longer needed
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Unread Count - Badge displaying unread notification count in the navigation
Onboarding Wizard
Step-by-step setup guide for new tenants:
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Company Settings - Configure your organization name, address, and contact details
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First Event - Create your first event
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First Category - Define participant categories
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First Contact - Add your first contact
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Custom Fields - Set up custom data fields for your forms
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First Document Template - Create a document template
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Financial Settings - Configure payment methods (bank transfer, Stripe, PayPal)
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Email Settings - Set up SMTP for sending emails
Tips
- Click on a widget to go to the detailed view
- The activity feed shows the last 4 system actions chronologically
- Use the event filter dropdown to view financial stats per event
- Steps in the onboarding wizard can be skipped if not applicable