Dashboard

Understanding the Dashboard

Use the Dashboard to see active work, upcoming deadlines, outstanding invoices, recognized revenue, and recent activity.

Updated August 22, 2026

The Dashboard is your operational overview. It combines collaboration, delivery, invoice, payment, and expense activity so you can decide what needs attention without opening each section.

What the cards mean

  • Active Collabs counts collaborations currently marked Active.
  • Active Brands shows the active brand records included in your plan usage.
  • Overdue deliveries counts non-Published, non-Cancelled deliveries whose due date has passed.
  • Pending deliveries counts deliveries that are not Published or Cancelled.
  • Overdue payments counts invoices past their due date that still have an outstanding balance.
  • Pending payments counts invoices whose total is greater than their received payments.
  • Revenue this month is the recognized value of received payments dated in the current month, shown in your business currency.
  • Pending revenue is the remaining invoice balance after received payments, shown in your business currency.
  • Recognized revenue excludes tax and fees. The tax and fee pool is consumed by the earliest valid payments first; only the remainder of each payment is recognized as revenue.
  • Attention Required lists due-soon or overdue deliveries and invoices.
  • Recent activity combines the latest collaboration, delivery, invoice, expense, and payment changes.

A useful daily check

  1. 1Review Attention first and open the linked record.
  2. 2Check recent activity for status changes and newly recorded payments.
  3. 3Use the creator filter when you manage multiple creator profiles.
  4. 4Open the relevant workspace page to make the update; Dashboard rows are shortcuts, not a separate data store.
Note:Dashboard figures are scoped to your organization and, for creator users, to the creator profile available to that user. Revenue and pending revenue use your Business Profile currency.

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