Your HoneyBook Dashboard is where you’ll be dropped when you log into HoneyBook, and it’s meant to give you a quick overview of that’s going on in your account that day.
Each section of your dashboard — Projects, Calendar, Tasks, Bookkeeping, and Reports — will provide shortcuts to recent activity that you might want to take a look at, such as new Inquiries in your Pipeline, Projects with new activity (like a signature added or a payment made), or things going on in your calendar and task list.
In this article, we'll review:
Navigating your Dashboard
In addition to the activity shortcuts in your Dashboard tiles (which we'll review below), you’ll also notice a few other icons and menus on this home page — here’s what’s available!
Search icon: top left corner. Search for Projects, files, or contacts.
Projects tab: top navigation bar. Brings you to your full list of Projects in the context of your Project Pipeline.
Contacts tab: top navigation bar. Opens this list in which all your Contacts are added and stored.
Tools tab: top navigation bar. Allows you to access a multitude of tools, including:
Image & file library
Plus (+) New icon: top right corner. Allows you to quickly create a new contact, Invoice, meeting, or Project.
Dollar ($) icon: top right corner. Offers easy access to your referral code and earnings dashboard.
Bell icon: top right corner. Allows you to adjust your notification settings and review any notification activity.
Question Mark (?) icon: your gateway to assistance! You can find links to HoneyBook product webinars (live and recorded) and our main Help Center, as well as the Message Us option to chat with our support team directly.
The Projects tile of your Dashboard
The Projects tile of your Dashboard has two sections: New Inquiries, and Projects with New Activity.
New Inquiries shows you exactly that: any Projects that are currently in the Inquiry stage of your Project Pipeline. This will reflect any new Inquiries that have come in via your Contact Form, as well as any you've created yourself. Clicking a Project title in this tile will take you right to that Project's Workspace.
When a Project moves out of Inquiry status and into another Pipeline stage, that Project will no longer be visible in this Dashboard tile — but you can still find it in your Pipeline!
Projects with New Activity will display the most recent Projects in which a contract has been signed or a payment has been made. Clicking the Project titles here will open the file in which the changes were made.
The Calendar tile of your Dashboard
This tile provides an overview of your schedule today (anything scheduled in the current calendar day) and this week (anything occurring between the current calendar day and the upcoming Sunday). This includes meetings you've scheduled in your HoneyBook Calendar, meetings for any calendars you've integrated (such as your Google Calendar), and any team members' meetings.
Clicking the Scheduled Events Today shortcut will open the Day view of your Calendar, while clicking Scheduled Events This Week will open the Week view.
The Tasks tile of your Dashboard
This tile provides an overview of the Tasks you have due today and in total.
Clicking Tasks Due Today will open your Task list for the day, while clicking Total Tasks will open your full list.
The Bookkeeping tile of your Dashboard
The Bookkeeping tile displays the number of outstanding payments (payments that have passed their due date), and the number of payments that have been made this week. Clicking either is a shortcut to your Bookkeeping tab.
The Reports tile of your Dashboard
This tile provides an overview of your bookings.
The Value of Booked Projects displays the total value of booked Projects for the current calendar year. A Project is considered "booked" if a retainer has been paid on Invoice file, or a retainer has been paid & a contract signed on Proposal file. The Reports tile tallies the total value of files in this booked state. The number includes both paid and unpaid payments from these files, as well as payments from files that were booked, but then expired.
The Top Lead Source displays the source from which you've received the highest number of Project leads for this calendar year. Remember that you can always customize your Lead Sources!
Want to learn more?
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!