Dashboard

Never miss a beat as your Dashboard will automatically populate important dates, tasks, and activities which need your attention.

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The 17hats Dashboard consists of five sections to help keep your business moving.  Each section is designed so you can easily complete to-dos, email Contacts, and access Projects that need your attention.

5-Day Quick View Calendar – Easily see and add events to your week.  

Weather Preview – Your local weather for a quick look for your outdoor activities.

Recent Client Activity – Stay up to date with important client activity such as invoices paid and contracts signed.

Pending Items – Contacts with outstanding documents will automatically filter into your Pending Documents area.

Let’s Take Care of Business – Your go-to section each morning, as our smart automation will make sure that you know exactly what needs to be done to ensure a successful day.

Can I customize the layout of the Dashboard?
No, the Dashboard design is not customizable.

If I have multiple users, will I see their information on the Dashboard?
You will only see your items on your Dashboard view.

Will items from Archived Projects appear on my Dashboard?
No, archiving a Contact or Project removes associated items from the Dashboard.

The 17hats Dashboard is available with our Free CRM and every level of automation.

What are you waiting for?

Succeed More. Do Less.

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