Dashboard
The dashboard is your home base in MyCompanyDesk. It gives you an at-a-glance overview of your business finances, alerts, and quick actions.
Dashboard profiles
MyCompanyDesk offers role-based dashboard profiles that tailor the metrics and cards shown to your needs:
| Profile | Focus |
|---|---|
| Owner / Director | Cash flow, profitability, high-level overview |
| Bookkeeper / Accountant | VAT, compliance, audit trails, period locks |
| AR (Invoicing) | Invoice metrics, outstanding payments |
| AP (Purchasing) | Expense tracking, vendor management |
| Freelancer | Simplified invoicing and income tracking |
| VAT Compliance | VAT calculations, deadlines, filings |
| Project-based | Project profitability, time tracking |
| Growth / Operations | Revenue trends, customer acquisition |
Change your profile
- Open the dashboard
- Click the profile selector at the top
- Choose the profile that best matches your role
Each profile shows different metric cards, alerts, and quick actions relevant to that role.
Dashboard sections
Alerts
Critical items that need your attention:
- Overdue invoices
- Upcoming VAT deadlines
- Expiring contracts
- Low cash flow warnings
Key metrics
Summary cards showing your most important numbers:
- Total revenue (current period)
- Outstanding invoices
- Total expenses
- Net profit/loss
- Open quotes
Period selection
Switch between different time periods to view your metrics:
- This week / month / quarter / year
- Custom date range
- Compare with previous periods
Quick actions
Shortcuts to your most common tasks:
- Create new invoice
- Add expense
- Log time entry
- View reports
Recent activity
A feed of recent events in your workspace:
- Invoices sent and paid
- Expenses added
- Customers created
- Team member actions
Onboarding card
New users see an onboarding card that guides them through initial setup:
- Set up company information
- Add first customer
- Create first invoice
The card tracks your progress and disappears once complete (or when manually dismissed).