Dashboard
The Dashboard is what you see after logging in. It gives you firm health at a glance without needing to navigate anywhere: partner draws, utilization, expiring credentials, ESA compliance, upcoming CRA deadlines, and a live activity feed.
[Screenshot: Full Dashboard view showing the Partner Health hero, Compliance Health widget, stat cards, and activity feed]
Partner Health widget
The Partner Health hero at the top of the Dashboard is a three-column snapshot of the three things that keep an accounting firm honest: partner draws, utilization, and credentials.
[Screenshot: Partner Health widget across three columns]
| Column | What it shows |
|---|---|
| Partner Draws | Counts of partners flagged as over-drawn and over-policy. Clicks through to Partner Draws |
| Utilization | Rolling firm-average utilization %. Clicks through to Reports → Utilization |
| Credentials Expiring | Credentials expiring within 60 days, broken into 14 / 30 / 60 day urgency bands. Clicks through to Credentials |
The widget auto-hides on tenants with zero partners on file.
Admins also receive a weekly Partner Health email digest covering flagged draws and expiring credentials. When there is nothing to report, the digest is skipped entirely. A manual trigger endpoint (POST /api/partner-draws/scan-alerts) is available for testing.
Compliance Health widget
Sitting below Partner Health, the Compliance Health widget is a live view of your firm's ESA compliance posture. It runs the same nine checks as the Compliance module and surfaces the result as a score plus your top action items.
[Screenshot: Compliance Health widget with score ring, top 3 findings, and 30-day sparkline]
What it shows
| Element | Meaning |
|---|---|
| Score ring (0 to 100) | ESA compliance score. Green >= 85, amber 60 to 84, red below 60. Each action-required item deducts 15 points, each watch item deducts 5 |
| Checks passing | How many of the 9 automated ESA checks passed today |
| Top 3 findings | The most urgent action / watch items. Clicking a card jumps you to the Compliance module with the full detail |
| 30-day trend sparkline | Line chart of your last 30 daily scores. Appears once you have at least 2 days of history |
| "N new this week" pill | Red badge on the header when the daily scan finds checks failing now that weren't 7 days ago. Each new finding also gets its own New badge |
How it updates
The widget runs the compliance checks live every time you load the Dashboard. It also pings the backend daily-snapshot job to populate the trend line and week-over-week deltas. If snapshots fail for any reason, the core score and findings still render (only the sparkline and pill disappear).
See Compliance → Compliance-as-Monitoring for the full scan / digest / alert system.
Stat cards
The stat cards below Compliance Health show your most important workforce numbers.
| Card | What it shows |
|---|---|
| Total Employees | Active staff (partners plus T4 employees) |
| On Leave Today | Employees with an approved leave request covering today |
| Utilization (rolling) | Rolling firm-average utilization percentage |
| Last Payroll | Gross total of your most recent completed payroll run |
Each card is updated in real time from the underlying module data.
[Screenshot: Stat cards]
Recent Activity feed
The activity feed on the left of the Dashboard is a live log of events across every module, newest first.
Activity types include:
| Event type | Example |
|---|---|
| Payroll processed | "Payroll for Apr 1 to 15 processed — $84,200 gross" |
| Draw recorded | "Partner draw recorded — J. Ng, $6,500 (April)" |
| Onboarding started | "New hire onboarding started for Jordan Kim" |
| ROE urgency | "ROE required — Alex Dupont's last day was 5 days ago" |
| Credential expiring | "CPA Ontario permit for Priya Nair expires in 12 days" |
| Document expired | "First Aid Certificate for Carlos Rivera expired 3 days ago" |
| Leave pending | "3 leave requests are awaiting approval" |
| CPD gap | "N Reyes is behind cycle target by 8 hours" |
[Screenshot: Activity feed]
Quick Actions
Below the stat cards are Quick Action buttons. Shortcuts to the most common tasks:
| Button | What it does |
|---|---|
| Add Employee | Opens the Add Employee drawer |
| Approve Leave | Takes you to Leave Management filtered to pending |
| Run Payroll | Opens the Run Payroll wizard drawer |
| Record Draw | Opens the Partner Draws entry drawer |
[Screenshot: Quick action buttons]
Upcoming Starts
Upcoming Starts lists employees whose start date falls in the next 7 days.
For each upcoming start:
- Employee name and avatar initials
- Their start date
- Their department and job title
If there are no upcoming starts, the section shows a confirmation message.
Upcoming CRA Deadlines
Upcoming CRA Deadlines lists regulatory filing deadlines in the next 60 days. This keeps payroll and admin staff aware of upcoming obligations without navigating into Compliance.
Each deadline shows:
- The deadline date
- A description of the filing (e.g. "T4 filing deadline", "CPP/EI remittance due")
- How many days remain
Deadlines within 14 days are highlighted in amber. Deadlines that have passed appear in red.
Tips
- The Dashboard is read-only. Use Quick Actions or navigate into the module to change anything.
- On Leave Today only counts Approved leave. Pending requests are not counted.
- Last Payroll shows the most recently processed run, not a draft.
- The Partner Health widget only appears when at least one active employee has employment type = Partner.