Dashboard Overview
The Dashboard is your command centre when you log into Atlas. It gives you an instant snapshot of your practice's health across compliance, tasks, billing, and entity management.
What You'll See
KPI Widgets
The top of the dashboard shows key performance indicators:
| Widget | What it shows |
|---|---|
| Total Entities | Count of active entities in your practice |
| Compliance Rate | Percentage of obligations filed on time |
| Outstanding WIP | Total unbilled time value (work-in-progress) |
| Overdue Tasks | Number of tasks past their due date |
| Revenue MTD | Month-to-date invoiced revenue |
Compliance Summary
A colour-coded panel shows your upcoming and overdue compliance deadlines:
- 🟢 Green — Filed or up to date
- 🟡 Yellow — Approaching deadline (within 7 days)
- 🟠 Orange — Due today
- 🔴 Red — Overdue
Click any item to jump directly to the obligation details.
Task Overview
Your assigned tasks are listed with status indicators:
| Status | Colour | Meaning |
|---|---|---|
open | Blue | Not yet started |
in_progress | Yellow | Currently being worked on |
blocked | Red | Waiting on something |
waiting | Orange | Awaiting external input |
completed | Green | Done |
cancelled | Grey | No longer needed |
Notifications
The bell icon (🔔) in the top bar shows recent notifications:
- Task assigned — someone assigned you a task
- Task completed — a task you're watching was completed
- Chat message — new message in a chat session
- Deadline approaching — a compliance deadline is near
- Invite accepted — a team member accepted their invitation
Click a notification to navigate directly to the relevant item.
Role-Based Views
Different roles see different dashboard content:
| Role | Dashboard Highlights |
|---|---|
| Principal | Full practice overview, revenue metrics, all tasks |
| Partner | Entity portfolio, compliance summary, approval queue |
| Account Manager | Assigned entities, personal WIP, upcoming deadlines |
| Staff | Assigned tasks, time entry summary |
Next Steps
- Navigate the Sidebar — learn the sidebar structure
- Use the Command Palette — quick-search with ⌘K