Dashboard
See what needs attention in your business
Start the day with what is waiting on you, such as overdue invoices or bank transactions to classify, and open the list behind each one. Arrange the widgets for yourself, or for the whole team if you manage the organization.
Set up your dashboardFree account, no card needed.
AN OVERVIEW THAT FITS THE PERSON
Begin with what needs attention
Your dashboard brings several parts of the business into one working view.
Until you, or whoever manages your organization, arranges it, the Dashboard opens on Enlivy's default, with this month's invoice totals, six months of money in and out, and the actions waiting on you.
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See the next action
Actions Required lists what is waiting on you, from overdue invoices to unclassified bank transactions. Most lines open the list already filtered to them, such as your overdue invoices.
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Know where the money stands
Invoice totals for the period by status, paid, scheduled or still outstanding, with the clients or suppliers behind them.
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Make the space yours
Add, move, rename and remove widgets, then save the layout for yourself. If you manage the organization, you can save it for everyone instead.
THE WIDGETS
Widgets for money, work and your organization
You pick them from a gallery grouped into Money, Work and Your organization. The previews are schematic, not your data. There is no free-form chart builder, and some widgets need a role or a pack.
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Invoice Analytics
Invoice totals for a period by status, with the clients or suppliers behind them, for money in or money out.
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Period comparison
Invoiced totals for up to four periods side by side, such as this month against the last.
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Activity History
Money in and out, month by month, split into paid, scheduled, pending and overdue.
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Actions Required and Required setup
Actions Required lists what is waiting on you. Required setup lists the setup steps your organization has not finished yet.
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Quick Actions
Shortcuts to the forms and lists you open most, such as a new invoice or receipt.
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Drop a document
Drop a file and open it as an invoice, a receipt, a contract or a file. With your own OpenAI or Anthropic key connected, Enlivy can read it and fill in the form.
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Your Organization
Your plan and how much of it you use. Changing the plan is for the people who manage billing.
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Bank Accounts
The balance of each bank account and their total, for the people with access to banking.
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Helpdesk, Team workload and Reply performance
The open conversations and the ones nobody holds yet, who has the most waiting on them, and how often replies met their target. For teams on the Helpdesk pack, and for the people who can see its conversations.
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Prospect widgets
Seven widgets about your sales pipeline, from a summary and prospects by stage to stalled prospects, sources, budgets and moves between stages. For the people who can see prospects.
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Saved list
A list you filtered, such as one client's overdue invoices, with its first 5, 10 or 20 rows. You add it from the list's own page, not from the gallery.
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Widgets from Apps
Widgets an installed App offers, under Apps in the gallery. They show while the App is installed and connected to your organization.
Change your layout in four steps
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Choose Customize dashboard
The button sits beside the page title; on a narrow screen it shows as an icon. The editor opens over the whole screen, and the page underneath stays as it was until you save.
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Add from the gallery
Search the gallery or browse it by group. Widgets already placed are marked On this page, and some, such as Invoice Analytics, can be added again with other settings.
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Arrange and set it up
Drag a widget within a column or across the two, rename it and choose its settings, with a preview at its width and on a phone. Tabs and separators keep related widgets together.
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Save for yourself or for everyone
Save keeps your changes and Discard drops them. If you manage the organization, the editor also asks who you are arranging for, Just for me or For everyone. For everyone sets the standard layout for each person who has not arranged their own.
ONE STANDARD, YOUR OWN COPY
A standard for the team, a layout of your own
The people who manage the organization can save a standard layout. Everyone sees it until they arrange the Dashboard for themselves. From then on their copy stays theirs, and a later change to the standard never moves their widgets. So you see your own layout if you saved one, otherwise the organization's standard, otherwise Enlivy's default. Your clients never see the Dashboard; what they see is in the Customer Portal.
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Told when the standard changes
If the standard changes after you arranged your own, the Dashboard says so, and Use the organization's layout takes you back to it.
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Shaped by your role
Every widget shows only what your role can open. A widget you cannot read stays in a shared layout for the colleagues who can, without showing you its data.
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Saved on your account
Your layout, with each widget's name and settings, is stored with your account in this organization, so it is the same in any browser you sign in from.
LISTS YOU CHECK OFTEN
Keep a filtered list on your Dashboard
Open a list such as your invoices and filter it the way you check it, for example one client's overdue invoices. Then choose the Add to my dashboard button. The editor opens with the list added to your own layout, and saving keeps it there. The widget shows the first 5, 10 or 20 rows and opens the full list when you need the rest.
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From nine lists
Invoices, receipts, proposals, billing schedules, bank transactions, products, billing packages, payslips and users (the clients, suppliers and colleagues in your organization).
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Only what you may open
The rows show only for people whose role can open that list, and each row opens its record when your role allows it.
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Also in your menu
Where the option appears, Add to my menu keeps the same filtered list in your own menu, so you return to it without choosing the filters again.
Works together with
- Invoices Issue an invoice and email it to your client. A card payment goes to your own Stripe account and the invoice is marked paid. A bank transfer you mark paid yourself.
- Bank Account Data Connect your business bank accounts with the Banking pack and see each account's balance and transactions in Enlivy. New transactions come in several times a day, ready to link to the invoices and receipts they settle.
- Document Intake Drop a supplier invoice or a receipt. With your own AI key, Enlivy fills in the form for you to check and save.
- Helpdesk Website chat, client portal messages and email from your connected mailbox arrive in shared inboxes. Your team assigns and answers them, and reviews email from unknown senders.
- Reports Replace chat and email updates with reports your team fills in. Set the questions and how often in a Report Schema, and your clients confirm the reports written for them in your client portal.
- Data Export Choose the period and the record types, and download one archive for your accountant, with a summary spreadsheet for each type if you want one. Free on every plan.
- MCP Connect Claude, ChatGPT, Cursor, or another MCP-compatible assistant to work with your invoices, contracts, and pipeline, within your own permissions.