Dashboard
The Dashboard is the first screen you see after logging in. It surfaces the most important data across your organization — active projects, pipeline health, upcoming missions, and items that need your attention — so you can start your day with a clear picture of where things stand. The dashboard has two tabs: Overview and Financials.Overview tab
The Overview tab is your operational command center. It displays four sections from top to bottom.Key metrics
Four stat cards at the top give you an instant pulse check:| Metric | What it shows |
|---|---|
| Active Projects | Number of projects currently in progress, with total count |
| Win Rate | Percentage of deals won, with active deal count |
| Pending Proposals | Number of proposals sent and awaiting a response |
| Total Clients | Number of accounts in your CRM |
Upcoming schedule
Shows missions scheduled within the next 7 days. Each entry displays the mission title, associated project, client name, assigned pilot, and scheduled date/time. If you have the Member role, you only see missions assigned to you. Admin and Owner roles see all organization missions.Needs attention
A prioritized list of items across your organization that require action. Items are sorted by urgency (high first, then medium, then low) and capped at 8 items.Attention item types
| Type | Urgency | Trigger condition |
|---|---|---|
| Overdue Invoice | High | Invoice is open and past its due date |
| Expired Credential | High | A team member’s credential has already expired |
| Expired Insurance | High | A team member’s insurance policy has expired |
| Registration Expired | High | Equipment registration date has passed |
| Expiring Proposal | Medium | Proposal expires within 7 days |
| Expiring Credential | Medium | A team member’s credential expires within 30 days |
| Expiring Insurance | Medium | A team member’s insurance expires within 30 days |
| Registration Expiring | Medium | Equipment registration expires within 30 days |
| Stalled Project | Low | Project confirmed 3+ days ago with no schedule set |
| Maintenance Overdue | Low | Equipment has not been maintained in 90+ days (or never) |
| Calibration Overdue | Low | Equipment has not been calibrated in 180+ days (or never) |
Urgency levels
| Level | Badge | Meaning |
|---|---|---|
| High | Red | Something is overdue or expired — act now |
| Medium | Amber | Something is expiring soon — plan ahead |
| Low | Blue | Something needs scheduling or routine action |
Recent activity
Shows the 8 most recently updated items across projects, proposals, invoices, and deals. Each entry shows the item title, current status, and when it was last updated. Click any item to go directly to its detail page.Financials tab
The Financials tab gives you a complete picture of your organization’s financial health. It loads independently from the Overview tab — navigating between tabs does not re-fetch data for the other tab.Financial metrics
Four stat cards summarize your financial position:| Metric | What it shows |
|---|---|
| Estimated Revenue | Total annual revenue from accepted/sent proposals and won deals. Hover for a breakdown by source. |
| Outstanding | Total unpaid invoice amount, with overdue count highlighted |
| Pipeline Value | Total value of active deals in your pipeline |
| Net Margin | Revenue minus expenses, with margin percentage. Links to Profitability. |
Revenue pipeline
A visual overview of your entire revenue lifecycle across four stages:Deals
Active sales opportunities in your CRM pipeline. Shows total value and breakdown by stage (Lead, In Progress, Won, Lost).
Proposals
Proposals sent to clients. Shows total value and breakdown by status (Draft, Sent, Accepted, Declined).
Projects
Active and completed projects. Shows total value and breakdown by status (Confirmed through Completed).
Cost overview
Breaks down your annual expenses into two columns:- Overhead — Business expenses by category (insurance, office, travel, etc.) with percentage of revenue
- Equipment — Fleet-related costs by category with estimated cost per flight hour
Default thresholds
The dashboard uses the following default intervals for generating attention items. These values are currently fixed and apply to all organizations.| Threshold | Value | Used for |
|---|---|---|
| Proposal expiry warning | 7 days | Proposals expiring within this window show as “Expiring” |
| Stalled project | 3 days | Confirmed projects with no schedule after this period |
| Credential expiry warning | 30 days | Credentials expiring within this window |
| Insurance expiry warning | 30 days | Insurance policies expiring within this window |
| Registration expiry warning | 30 days | Equipment registration expiring within this window |
| Maintenance interval | 90 days | Equipment not maintained within this period |
| Calibration interval | 180 days | Equipment not calibrated within this period |
Tips
Check the dashboard daily
Check the dashboard daily
The attention items and upcoming schedule are designed to surface the most urgent work. A quick scan each morning helps prevent overdue invoices, expired credentials, and stalled projects from slipping through.
Use the Financials tab for weekly reviews
Use the Financials tab for weekly reviews
The revenue pipeline gives a complete view of your sales-to-invoice lifecycle. Review it in team meetings to identify bottlenecks — deals stuck in Lead, proposals waiting for a response, or invoices going overdue.
Keep equipment records current
Keep equipment records current
Maintenance and calibration alerts rely on the dates recorded in your Fleet. Log maintenance events promptly so the dashboard reflects accurate equipment status.
Pipeline value vs. estimated revenue
Pipeline value vs. estimated revenue
Pipeline value counts all active deals (including those you may not win). Estimated revenue only counts accepted proposals and won deals — it is the more conservative number for financial planning.