Dashboard Overview
Upon successful login, you'll be directed to your personalized dashboard. The dashboard provides a quick overview of:
- Quick Stats: Key metrics including active projects, pending tasks, upcoming deadlines, and recent activities
- Activity Feed: Real-time updates on team activities
- Calendar: Upcoming events, deadlines, and meetings
- Task Summary: Overview of tasks assigned to you, grouped by status
- Project Health: Visual indicators of project status and progress
- Recent Clients: Quick access to recently viewed or updated client profiles
- Notifications: System alerts and important updates
Navigation through Prosaas CRM is facilitated by the main menu, typically located on the left side of the screen, providing access to all major modules.