Dashboard overview
Navigating SuccessFlowUser guide
The dashboard is your home base. It surfaces the numbers, alerts and next actions that matter most for your day.
KPI cards
The top row shows active participants, plans expiring soon, unbilled hours and outstanding invoices. Click any card to jump straight into that list.
Charts
- Revenue trend — invoiced amounts over the last 12 months.
- Workload split — hours by coordinator so you can rebalance quickly.
- Compliance snapshot — where documents or case notes are overdue.
Alerts feed
The right-hand panel lists items that need attention — expiring plans, missing case notes, invoices awaiting approval. Tick them off as you work through the day.