> For the complete documentation index, see [llms.txt](https://docs.providerhabitat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.providerhabitat.com/dashboard.md). # Dashboard ## Dashboard Page – End-User Guide This guide explains how to use the **Dashboard** in your practice management system. The dashboard provides a high-level overview of your work, helping you monitor assignments, tasks, deals, and client activity. *** ### Welcome Section At the top of the page, you will see a personalized greeting with your username and job title. This confirms that you are logged in and operating under the correct role. *** ### Overview Cards The summary boxes display key figures related to your customers and business activity: * **Customers**: Shows the number of customer records you have. * **Contacts**: Shows how many individual contact records are linked to your customers. * **All Deals**: Displays the total number of business deals in the system. * **Open Deals**: Shows how many of those deals are currently in progress. These values help you understand the volume and status of client and deal activity at a glance. *** ### Assignments Summary The assignment section breaks down the current state of assignments across the team or business. Each category displays: * The number of items * The total count * The percentage of the total Assignment categories include: * **Open Assignments**: Assignments currently being worked on. * **Closed Assignments**: Assignments that have been completed. * **Assignments on Hold**: Assignments that have been paused or deferred. * **Unassigned Assignments**: Assignments not yet allocated to any user. * **Archived Assignments**: Assignments that have been moved out of active workflows. Progress rings visually indicate the percentage of total assignments in each category, using colors to highlight urgency or completion. *** ### Task Summary This section provides a breakdown of all tasks linked to assignments, projects, or customers. Task categories include: * **Open Tasks**: Tasks that are active and in progress. * **Closed Tasks**: Tasks that have been completed. * **Overdue Tasks**: Tasks that are past their due date and require immediate attention. * **Upcoming Tasks**: Tasks scheduled for future dates. * **Tasks with No Date**: Tasks that have been created but do not yet have a due date assigned. This area helps users and managers stay on top of workload distribution and identify bottlenecks. *** ### Tips for Using the Dashboard * Click on any assignment or task metric to view a detailed list filtered by that status. * Use the search bar at the top to locate records quickly. * Check the dashboard regularly to monitor progress and spot any overdue or unassigned items. *** ### Getting Help If you have questions or experience any issues: * Refer to your internal documentation or get in touch with us at * Contact your system administrator or designated support contact.