17 · Dashboards
Your whole practice on one screen.
FinnDesk Dashboards give every team member a personalised view of what matters to them right now — upcoming deadlines, overdue tasks, pending approvals, WIP and client activity — without digging through menus.
- Role-based dashboards for partners, managers and staff
- Live task, deadline and billing widgets
- Client health and at-risk alerts at a glance
- Fully configurable — show what your team actually needs
Dashboard
LIVE14
Tasks due today
- ITR Filing · Orbit Labs Due today
- Invoice #1042 · Nexa Retail Overdue
- GST Filing · Aperture Co In progress
- Audit Review · Vertex Inc On track
- Payroll · Internal Pending
Tasks due today
14
Overdue invoices
3
Clients at risk
2
10 sec
To know your practice status each morning
60%
Fewer status-update messages sent internally
100%
Of the team working from the same live data
Capabilities
What Dashboards actually does for you.
Role-based views
Partners see firm-wide revenue and WIP. Managers see their team's workload and capacity. Staff see their own tasks and deadlines. One platform, three different relevant views.
Deadline widget
Every compliance deadline, client deliverable and internal task due in the next 7, 14 or 30 days — sorted by urgency and filterable by client or type.
Billing and WIP overview
Total invoiced, collected and outstanding this month. Work in progress by client and by team. Revenue gaps surface before the month closes.
Client activity feed
See which clients have responded to document requests, which invoices have been opened, and which accounts have had no activity this month.
Team workload snapshot
Each team member's task count, hours logged and completion rate for the current period — in a single widget that updates in real time.
Configurable layout
Drag, resize and pin the widgets that matter to your role. Configurations save per user so every team member sees their own version.
How it runs
Four steps, and then it looks after itself.
Configuration is a one-off. After that the module runs on your schedule and only asks for a human when something genuinely needs one.
- 1
Open FinnDesk
Your dashboard is the first screen you see. No navigation required to know what needs attention today.
- 2
Act on alerts
Click any overdue task, pending invoice or at-risk client directly from the dashboard widget to take action immediately.
- 3
Customise
Add, remove and rearrange widgets to match your role. A partner's dashboard looks different from a junior's — by design.
- 4
Share a snapshot
Export a dashboard snapshot as a PDF for a partner meeting or a client review without leaving the screen.
FAQ
Dashboards, answered
Still unsure whether it fits how your team actually works? Ask us the awkward version of the question — we would rather answer it now than after you have migrated.
Talk to us Can every team member have a different dashboard?
Yes. Dashboards are personalised per user. Widgets, layout and date ranges are saved individually. A partner and a junior can both open FinnDesk and see the view most relevant to them.
Does the dashboard update in real time?
Yes. All widgets pull live data from FinnDesk. A task completed by a team member appears as done on the dashboard within seconds — no refresh needed.
Can we create a shared dashboard for morning standups?
Yes. A dashboard can be shared as a view-only link or displayed on a screen in the office. It updates live so the team is always looking at current data.
Does the dashboard show data from all FinnDesk modules?
Yes. Tasks, billing, clients, attendance, compliance and team performance all feed into dashboard widgets. You choose which modules to surface on each view.
Pairs well with
18
Analytics
Live dashboards and reports across clients, tasks, billing and team — so decisions are based on data, not instinct.
19
Timesheet
Log time against clients and tasks so every billable hour is captured and every invoice is accurate.
20
Chat
Team messaging built into your workspace — keep conversations next to the work they are about.
Put Dashboards to work this week.
Start with this module alone, or switch on the rest of the platform alongside it. Either way, setup takes minutes rather than a quarter.
No credit card required · Setup in under 10 minutes · Cancel anytime