Dashboard — clients first, then projects
Your dashboard opens on a grid of registered clients; pick a client to see their projects and health.
About this role
The interior designer owns the studio's workspace end-to-end: projects, milestones, quotations, purchases, fees, commissions, team and client accounts. They see every number, every margin and every change.
Step-by-step
- 1
Sign in and land on the Dashboard. It lists every client you have registered — not projects.
- 2
Each client card shows total projects, active, completed and at-risk counts, plus a milestone progress bar.
- 3
Click 'View all projects' on a client card to open that client's project list and milestone status charts.
- 4
Use 'New project' inside a client's context to create a project already linked to that client.
Good to know
- Client and company names are automatically title-cased (e.g. 'john o'brien' is stored and shown as 'John O'Brien').
