Understand the dashboard
What appears on the Numonis dashboard and how to use it to know what needs your attention.
Understand the dashboard
The dashboard summarizes what needs your attention: pending documents, tasks, upcoming deadlines, financial metrics, and quick actions.
The dashboard combines business metrics with concrete actions so you can continue the work.
How to get there
- In the sidebar, press Dashboard.
- On mobile, press Dashboard in the bottom navigation.
What you can do
- Review the welcome message and quick actions.
- Press Create invoice if you want to issue an invoice from the dashboard.
- Review What we need from you to see pending tasks or documents.
- Review Upcoming deadlines to prepare closings, taxes, or payments.
- Check the metric cards to see revenue, expenses, and recent trends.
- Use your Numonis team card to see who manages your account.
If the dashboard is empty
The dashboard may be almost empty if you have just started, if you have not uploaded documents yet, or if no reports are available. Start by uploading documents and connecting banks so Numonis can show more information.