Understanding the dashboard
What the dashboard shows and why it changes with the business panel you have selected.
On this page
The dashboard is the first page you see after signing in. It summarises what is happening in your organization so you know what to work on first.
It follows your business panel
The dashboard shows the figures for the business panel you have selected in the sidebar:
| Panel | What the dashboard highlights |
|---|---|
| Lending | Leads, applications by stage, files waiting on you, disbursements and earnings |
| Insurance | Policy status overview, policies expiring soon and recent policy activity |
| Trading | Recent purchase and sale bills and the month's totals |
Switch panels in the sidebar and the dashboard switches with it.
Reading the tiles
- Each tile shows a count or an amount for the current period.
- Click a tile or its list to open the matching records with the filter already applied.
- Lists on the dashboard show the latest records first.
Tip: The figures respect your access. A staff member who only sees their own files sees totals for their own files; an admin sees the whole organization.
Related articles
- Welcome to BizDue: a quick tour
- Switching business panels
- Notifications: the bell and the Notification Center
- Updating your profile and password
Can't find an answer?
Our team is happy to help. Customers can also raise a support ticket from Help & Support after signing in to their workspace.