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Dashboard

The dashboard is the home page after login. Use it for a quick health check of organizations, subscriptions, and revenue.

What you see

Typical widgets include:

  • KPI cards — high-level counts or totals for the current scope
  • Organization status — distribution of org statuses (for example active vs others)
  • Subscription trends — how subscriptions move over time
  • Revenue / MRR trends — revenue movement where configured

Exact cards depend on your role and available data. Partner admins see data for their partner; super admins see broader platform data.

How to use it

  1. Open Dashboard in the sidebar (or /).
  2. Scan KPIs first for anomalies (sudden drops, many inactive orgs).
  3. Use charts to spot seasonality or renewal risk.
  4. Drill into Organizations, Subscriptions, or Enquiries from the sidebar when something needs action.

The dashboard is read-only overview — create and edit records from their own modules.

Cliniify CRM user documentation