Your Dashboard in CPA Buddy

The dashboard is your firm’s command centre. It gives owners and admins a real-time snapshot of billing, engagements, clients, and team capacity — all on a single screen.

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Opening the Dashboard

Click Dashboard in the sidebar. The dashboard is visible only to users with the Owner or Admin role.

If your firm has not finished onboarding, you’ll see the onboarding checklist instead of the full admin dashboard. Staff, managers, and contractors are directed to My Day.

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Admin Dashboard Sections

Once onboarding is complete, the Admin Dashboard shows four main sections:

Billing

Invoice counts, overdue receivables, and quick links to the billing page and reports. Click any stat to drill into invoice details.

Engagements & Deadlines

Engagement status breakdown, task status overview, and attention items:

• Deadlines & Blockers — overdue and blocked engagement counts
• Overdue Tasks — tasks past their due date; click any row to open the related engagement

Clients

Client health and activity summaries with links to the client directory.

Team Capacity

• Active Staff — active vs total staff members
• Hours (Month) and Hours (Week) — logged time with links to reports

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Quick Navigation

Use the sidebar to jump to Clients, Engagements, My Day, Reports, and other sections at any time.

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Common Questions

I don’t see the Dashboard in the sidebar. The dashboard is only available to Owner and Admin roles. Use My Day for your personal task list.

I see an onboarding checklist instead of metrics. Complete the onboarding steps (add clients, create engagements, etc.) to unlock the full admin dashboard.

The metrics look stale. Dashboard data refreshes each time you navigate to the page. Navigate away and return to force a refresh.

Where do I manage my own tasks? Click My Day in the sidebar. The dashboard is for the firm-wide overview; My Day is your personal task list.