The dashboard is the home page of Vertiqa — a stat-card overview pulled live from the kernel so you don't have to drill into individual modules to know where things stand.
What you'll see
- CRM — counts of accounts, contacts, and opportunities, plus a pipeline summary.
- Project management — projects and tasks counts, surfacing what's active.
- Commercial — estimates and invoices status — what's open, paid, and overdue.
How to read it
Dashboard cards are display-only — every number is a link or shortcut to the full module that owns it. Click a number to go straight to the list view filtered to match.
Tips
- The dashboard is the place to start the day. If the numbers are off from what you expect, the culprit is usually that something in the source module is mis-categorized (an opportunity in the wrong stage, a task without a status).
- Don't try to "manage" from the dashboard. It's a window, not a control panel. Edits happen in the module pages.