Navigate the dashboard

Navigate the dashboard

Your HelloSolo dashboard is your command center. Here's what each section does.

Top bar

• Quick Timer: Start tracking time on any project with one click
• AI Suggestions: Proactive alerts about overdue invoices, stale proposals, and business insights

Analytics cards

• Revenue: Total earned in the selected period with trend comparison
• Pipeline: Active proposals and their total value
• Invoices: Outstanding amount and overdue count
• Clients: Active client count and new clients this period
• Projects: Active project count and budget utilization

Quick actions

• Add a client: Opens the new client form
• Create proposal: Starts a new proposal with AI-assisted scope writing
• Create invoice: Generate an invoice from tracked time or manually

Sidebar navigation

• Clients: Manage all your clients and their details
• Proposals: Create, track, and manage proposals
• Contracts: Generate and manage contracts with e-signatures
• Invoices: Create invoices and track payments
• Projects: Manage projects, milestones, and time tracking
• Inquiries: View and respond to intake form submissions
• Settings: Configure your workspace, billing, and integrations