Admin Dashboard
The Admin Dashboard provides production team members with an overview of company activity, key metrics, and quick access to management tools.
Accessing the Dashboard
After logging in as a staff member, you'll be directed to the Admin Dashboard. Access it anytime via Admin > Dashboard in the sidebar.
Dashboard Overview
Statistics Cards
At the top, you'll see key metrics:
| Metric | Description |
|---|---|
| Total Companies | Number of client companies |
| Total Users | All users across companies |
| Active Projects | Projects currently in progress |
| Pending Quotes | Quotes awaiting client approval |
| Pending Invoices | Unpaid invoices |
| Monthly Revenue | Revenue for current month |
Recent Projects
A list of recent projects showing:
- Project name and client
- Current status
- Last activity date
- Quick access link
Recent Activity
Timeline of recent platform actions:
- New project submissions
- Quote approvals/rejections
- Video uploads
- Client comments
- Payment receipts
Notifications
Important alerts requiring attention:
- Overdue invoices
- Pending approvals
- Upcoming deadlines
Quick Actions
From the dashboard, quickly:
Create New Company
Click New Company to add a client company.
View All Projects
Click View All under projects to see the full list.
Generate Reports
Access reporting tools for business insights.
Filtering Dashboard Data
Date Range
Select time periods for statistics:
- Today
- This week
- This month
- Custom range
By Company
Filter to see data for specific clients.
Sidebar Navigation
The admin sidebar provides access to:
| Section | Purpose |
|---|---|
| Dashboard | Overview (current page) |
| Companies | Client company management |
| All Projects | Project management |
| Company Assets | Shared asset library |
| Portal Settings | Branding and configuration |
Role-Specific Views
Different roles see different dashboard information:
Producer View
- Focus on project status
- Quote pending actions
- Client communications
Editor View
- Assigned projects
- Videos pending upload
- Review feedback
Accounts View
- Financial overview
- Payment status
- Invoice actions
Owner/Admin View
- Complete overview
- All statistics
- Full access to settings
Using the Dashboard Effectively
Check Daily
Start your day by reviewing the dashboard for urgent items.
Monitor Metrics
Track trends in projects, revenue, and activity.
Act on Notifications
Address pending items promptly to maintain workflow.
Next Steps
From the dashboard, you might want to: