A faster practice dashboard
The practice dashboard is quicker to load and easier to read, giving you a clear view of jobs, deadlines and what needs attention.
The dashboard is where most of your day starts, so we've made it faster and clearer. It now loads more quickly, refreshes smoothly, and presents the state of your practice at a glance — what's due, what's at risk, and what your team is working on.
What the dashboard shows
Your dashboard pulls together the work across your boards and lists into one view, so you don't have to click through each project to understand where things stand.
- Upcoming deadlines — jobs due soon, ordered so the most urgent rises to the top.
- At-risk work — items bumping against their SLA, flagged before they slip.
- Workload — who's carrying what, so you can rebalance early.
- Recent activity — what's moved, been completed or needs a response.
Faster where it counts
We've tuned how the dashboard fetches and renders your data, so it feels responsive even when your practice is busy and your boards are full. Filters apply quickly, and the view stays current as jobs move through their stages.
From overview to action
The dashboard isn't just a report — it's a starting point. Click any item to jump straight to the job, its checklist and its client. From the same place you can pick up an at-risk return, respond to a portal upload, or move a job forward without losing your context.
One view, your way
Because the dashboard reflects your boards, lists and custom fields, it shows the work the way your practice is set up. Whatever structure you've built in Finye, the dashboard rolls it up so partners and team members alike can see the whole picture.
How to get started: Open your Dashboard from the main navigation, apply the filters that match how you work, and use it as your first stop each morning to see what needs attention.