The Dashboard is your home page in include GO — the first thing you see when you log in and the shortest path to today's important numbers. It shows a personalized grid of KPI tiles, charts, and activity lists curated for whatever role you have.
Every person sees a different dashboard because the widgets that appear are tied to your role. An Accountant gets financial widgets; a Production Manager gets operations widgets; a Field Worker gets their own tasks. Your admin decides which widgets go with which role.
Where to Find the Dashboard
Click Dashboard in the main left sidebar (first item near the top). It's also the default landing page when you log in.
Navigation path: Dashboard
What You See on the Dashboard
# | Element | What it does |
|---|---|---|
1 | Welcome greeting | A personal greeting using your first name. Confirms you're signed in as the right person. |
2 | Date range picker | Filter every widget on the page by a date range. Starts at "All time"; pick a range to narrow down. |
3 | KPI tile row | Top-line numbers at a glance: Revenue MTD, Outstanding AR, Active Projects, Active Team Members, and similar summary stats. Most show a trend indicator (% vs last period). |
Below the KPI tiles are larger widgets — revenue charts, cash balance, AR aging, cash flow, gross margin, tasks, messages, and so on. Which widgets appear depends on your role.
The Date Range Picker
The picker in the top-right scopes every widget on the page to a date range. This is handy for comparing quarters, reviewing a single month, or zooming into a specific period.
All time (default) — No date filter. Widgets show their natural default (e.g., Revenue MTD is always month-to-date regardless).
Custom range — Click the picker to open a two-month calendar and pick any start and end date.
Clear — When a range is active, an X appears next to the picker. Click it to reset to All time.
Note: Some widgets ignore the date filter because they're inherently "now" values (e.g., Cash Balance is always today's balance). Other widgets use the date range as their reporting window (Revenue over the range, Outstanding AR aged as of the end date, etc.).
Widget Categories
include GO ships with many widgets grouped into categories. Your role determines which ones you see.
KPI tiles (top row)
Small number-plus-trend cards:
Revenue MTD — Month-to-date revenue with percent change vs last period.
Outstanding AR — Total unpaid customer invoices.
Active Projects — Count of currently-open projects.
Active Team Members — Count of employees actively clocking time.
Financial widgets
Revenue — Line chart of collected vs invoiced over time.
Cash Balance — Current balance across all connected bank accounts.
Outstanding AR — Bar chart of outstanding receivables by aging bucket.
AR Aging — Detailed aging of customer invoices (Current, 1–30, 31–60, 61+ days).
Cash Flow — Money in vs money out across the selected period.
Gross Margin % — Revenue minus direct costs, as a percentage.
Accounts Payable widgets
Outstanding AP — Total unpaid vendor bills.
AP Aging — Bills aged by days outstanding.
Bills Due Soon — Bills coming up for payment in the next week or two.
Purchase Commitments — Open POs not yet invoiced — money you've committed but not yet paid.
Operations widgets
Active Tasks by Status — Count of tasks in each workflow state.
Overdue Tasks — Tasks past their due date.
Tasks Due Soon — Tasks coming due in the near future.
Jobs Behind Schedule — Projects running late against their planned finish.
Resource Utilization — How much of your team's capacity is being used.
Open POs by Status — Purchase orders grouped by their current status.
Exceptions widgets
Unapproved Time — Time entries waiting for supervisor approval.
Stalled Tasks — Tasks that haven't moved in a while — usually a sign of a blocker.
Personal widgets
My Tasks — Your own task queue, filtered to just what's assigned to you.
Recent Activity — A feed of recent changes across the business relevant to your role.
Messages Requiring Response — In-app messages waiting on you.
Flagged Messages — Messages you've starred or someone has escalated.
Filtering Individual Widgets
Most widgets have their own filter button (funnel icon) in their top-right corner. Clicking it opens a popover where you can narrow the widget to a specific Team, Profit Center, Project, or Vendor — independent of the page-wide date filter. These per-widget filters are useful when you want to see Revenue filtered to just one profit center while the rest of the dashboard stays broad.
Per-widget filters are remembered per user — set them once and they stick for your next visit.
Why Your Dashboard Looks Different From Someone Else's
Widgets are role-driven. When an admin sets up a role (Branch Manager, Accountant, Production Manager, Crew Lead), they pick which widgets that role sees. When you log in, include GO reads your role and renders the widgets you're entitled to.
If you share a dashboard on Zoom and your coworker says "I don't see the Cash Balance tile" — that's why. They're in a different role.
If you believe you should see a widget you're not seeing, ask your admin to check your role's widget assignments on the Roles & Permissions page.
What Happens If No Widgets Are Assigned
A brand-new role or a user whose role has no widget configuration will see an empty dashboard with a message:
No dashboard widgets configured. Ask an admin to assign widgets to your role.
That's the cue for the admin to go add widget permissions to the role.
Tips & Best Practices
Bookmark Dashboard or use it as your browser home. Opening include GO to the Dashboard gives you the morning read-out in one glance.
Start with the date filter set to "This week" or "This month". A lot of widgets are more meaningful with a bounded range than with All time.
Use per-widget filters to slice without cluttering. If you manage two profit centers, set one widget to filter to each — both views on one page.
Click into the numbers. Most widgets are clickable or drill-downable — tapping "Overdue Tasks" usually takes you straight to the Tasks list filtered to overdue.
If a widget feels noisy, remove it from your role. A 20-widget dashboard is just as broken as a zero-widget one. Curate ruthlessly.
Don't rely on "All time" for financial widgets. Old data can dwarf recent trends. Pick a range — even "This year" — to get a realistic picture.
Common Questions
Why is my Cash Balance showing $0? The widget reads from connected bank accounts. If no accounts are connected or none have synced a balance, it shows $0. Head to Finance → Cash & Credit to connect an account.
The KPI numbers look wrong. Where do they come from? KPI tiles read from live transactional data in Include GO — the same tables the underlying reports use. If a number looks off, drill into the related page (Projects, AR Invoices, Payroll) and confirm the source data is what you expect.
Can I customize my own dashboard, or only the admin? Today, widget assignment is controlled by role. The per-widget filters (team, profit center, etc.) are yours to set personally — they don't affect anyone else.
Why does the Revenue widget stop making sense when I pick a single day? The Revenue chart needs a range to plot a line. Single-day ranges collapse the chart to one point. Pick at least a week for a useful visual.
Can widgets be resized or rearranged? Today, widget size (small, medium, large) is set by role configuration. Users don't rearrange widgets individually.
I don't see any KPI tiles at all — just the welcome message. Your role has no widget assignments. Ask an admin to configure widgets for your role.
Is there a mobile version? The Dashboard responds to smaller screens — KPI tiles stack, and larger widgets resize. Heavy charts may still read better on a laptop.
Related Topics
Roles & Permissions — Where admins assign widgets to roles
Cash & Credit Manager — Connects bank accounts that feed the Cash Balance widget
AR Invoices — Behind Outstanding AR and AR Aging widgets
Purchasing & Payables — Behind Outstanding AP, AP Aging, and Purchase Commitments widgets
Tasks — Behind Overdue Tasks, Tasks Due Soon, Stalled Tasks