What is your Business Dashboard?

Let's break your dashboard down a bit so you can fully leverage the insights it holds.

The Getting Started checklist is a quick activity guide that helps new users navigate and understand Wethos quickly. It ensures you can set up and utilize the platform efficiently, maximizing your experience from the start. This checklist is tailored for you based on the questions you answered when signing up for your account and what you're looking for the most in Wethos!

Once you’ve completed the Starter Checklist after you’ve upgraded, you’ll be introduced to the Wethos Pro ⚡ Checklist. This additional checklist is designed to help you explore the advanced features available with your Pro account and guide you through unlocking them.

The checklist will guide you through these advanced Pro features step-by-step. Once you complete a task, it will be checked off, and your progress bar will update. Once all tasks are completed, the checklist will disappear from the dashboard, confirming that your Wethos Pro ⚡ account is fully set up.

You’ll notice on the top of the dashboard is a chart that shows the total amount of your projects won (the cumulative amount of projects with the status won, in progress, or completed in the timeframe) compared to the invoices you’ve gotten paid in the time frame selected. This graph will compare your planned revenue versus actual revenue so you can easily understand the amount you’ve gotten paid and the outstanding amount you’re owed as you run your business.

View your planned revenue versus actual revenue over various time frames to see how your business is tracking over time. Your chart will default to the last 3 months, but you can click the drop-down in the top right to change the time period you want to look at. Your options are:

If you have yet to add any data here, feel free to toggle on “Preview chart with dummy data” to visualize how this chart will look with more information.

Under the Projects section of your Dashboard, you can track the number of projects and the amount of revenue expected from projects that are in a lead, won, and in-progress state. You can click on each item to see a view of the projects associated with that status.

You can change the status of your projects on the Projects page or from within the project itself to keep your pipeline updated.

Once you update the status of a project, the change will reflect on your Dashboard.

Keep an eye on any outstanding, sent, or overdue invoices in the Invoices section of the dashboard to ensure you get paid on time every time. You can click on each item to see a view of the invoices associated with that status.

Don't forget - you can send a reminder for invoices overdue or manually mark an invoice as paid if you get it paid off the Wethos platform.

Stay on top of updates to invoices, payments, and proposals for a quick and easy glance at where your clients are at in the process. Recent activity will show you when items have been sent, accepted, or paid for a quick understanding of the recent activity for your business.

Engage with your audience and your clientele to help spread the word for your work! Share your Wethos Network Profile or your Project Lead Form link on social media, in email signatures, and across your professional network. The more exposure, the higher the chances of attracting potential clients. By selecting either link, it will be automatically copied to your clipboard for you to share on your personal sites. You can learn more about the Wethos project lead form here.

In this section, you will find continuous updates about new features and tips for how you can utilize Wethos to work smarter while running your freelance business. There will be quick tips for your business or new updates showcased here.

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