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Dashboard

The Dashboard is the first screen you see after logging in. It surfaces the most important data across your organization — active projects, pipeline health, upcoming missions, and items that need your attention — so you can start your day with a clear picture of where things stand. The dashboard has two tabs: Overview and Financials.

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Overview tab

The Overview tab is your operational command center. It displays four sections from top to bottom.

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Key metrics

Four stat cards at the top give you an instant pulse check:

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Upcoming schedule

Shows missions scheduled within the next 7 days. Each entry displays the mission title, associated project, client name, assigned pilot, and scheduled date/time. If you have the Member role, you only see missions assigned to you. Admin and Owner roles see all organization missions.

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Needs attention

A prioritized list of items across your organization that require action. Items are sorted by urgency (high first, then medium, then low) and capped at 8 items.

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Attention item types

Each attention item links directly to the relevant record so you can take action immediately.

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Urgency levels

You can filter the attention list by urgency using the All, Overdue, and Expiring pills at the top of the card.

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Recent activity

Shows the 8 most recently updated items across projects, proposals, invoices, and deals. Each entry shows the item title, current status, and when it was last updated. Click any item to go directly to its detail page.

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Financials tab

The Financials tab gives you a complete picture of your organization’s financial health. It loads independently from the Overview tab — navigating between tabs does not re-fetch data for the other tab.

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Financial metrics

Four stat cards summarize your financial position:

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Revenue pipeline

A visual overview of your entire revenue lifecycle across four stages:
1

Deals

Active sales opportunities in your CRM pipeline. Shows total value and breakdown by stage (Lead, In Progress, Won, Lost).
2

Proposals

Proposals sent to clients. Shows total value and breakdown by status (Draft, Sent, Accepted, Declined).
3

Projects

Active and completed projects. Shows total value and breakdown by status (Confirmed through Completed).
4

Invoices

Outstanding and draft invoices. Shows total outstanding amount and overdue count.
Click any stage card to open a detail sheet with a full list of items in that stage. Each item links to its detail page.

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Cost overview

Breaks down your annual expenses into two columns:
  • Overhead — Business expenses by category (insurance, office, travel, etc.) with percentage of revenue
  • Equipment — Fleet-related costs by category with estimated cost per flight hour
If no expenses are recorded, the card shows a link to the Expenses section to get started. The footer shows your total expenses as a percentage of estimated revenue.

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Default thresholds

The dashboard uses the following default intervals for generating attention items. These values are currently fixed and apply to all organizations.

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Tips

The attention items and upcoming schedule are designed to surface the most urgent work. A quick scan each morning helps prevent overdue invoices, expired credentials, and stalled projects from slipping through.
The revenue pipeline gives a complete view of your sales-to-invoice lifecycle. Review it in team meetings to identify bottlenecks — deals stuck in Lead, proposals waiting for a response, or invoices going overdue.
Maintenance and calibration alerts rely on the dates recorded in your Fleet. Log maintenance events promptly so the dashboard reflects accurate equipment status.
Pipeline value counts all active deals (including those you may not win). Estimated revenue only counts accepted proposals and won deals — it is the more conservative number for financial planning.