Your dashboard is the Home page you see each time you log in to Inly. It shows your leads, clients, bookings and anything that needs your attention, all on one screen.
To get back to it from anywhere in Inly, click the house icon in the left sidebar.
What You Can Do:
See everything at a glance
Your dashboard shows all your documents, activity, and key metrics in one place.Track document status
See which documents are pending, completed, or need attention.Quick access to actions
Create documents, manage clients, and access settings quickly.
Key Sections
The top of the page
The header tells you which business you're looking at and greets you with today's date and local weather.
Business name and arrow: If you run more than one business in Inly, click the arrow next to the name to switch between them. The whole dashboard updates to show that business.
Weather and date: Shows the current temperature in your city and today's date.
Privacy toggle: Turn this on to hide your figures, which is handy when you share your screen or work in public.
Bell icon: Opens your notifications. A red number on the bell shows how many you haven't read yet.
Your summary cards
The six cards under your greeting show your business at a glance. Click Total Leads, Active clients, Events, or Tasks to open the full list behind the number.
Total Leads
Active clients
Current year events
Tasks
Current year bookings total
Fees saved
Tasks and Next Payout
Tasks is your to-do list. Each task shows the client, the document it's about and what's needed, with a button to deal with it right away. For example:
Contract needs your signature: Click View & Sign to review and countersign the contract.
Payment is overdue: Click Send Reminder to email your client a payment reminder.
A task disappears once it's done. Click the + at the top of the panel to add your own task.
Next Payout shows when your next card or ACH payment will reach your bank account, and how much it will be. Until a payout is on the way, it reads "No payouts are scheduled yet."
The Revenue and Leads chart
At the bottom of the dashboard, a bar chart shows your year month by month. Use the menu in the top-left corner to switch between Revenue and Leads, and use the arrows beside the year to look at other years.
Revenue view
Paid: Money you've collected so far this year (dark bars).
Unpaid: Money invoiced or scheduled that you haven't received yet (light bars).
Projected: Paid plus unpaid, which is your expected total for the year. It matches your Bookings card.
Leads view
Total leads: Every lead that came in during the year, by month.
Converted: How many of those leads became clients, with the percentage in brackets.
The Leads chart counts every lead received during the year. The Total Leads card counts only the leads in your Leads list right now, so the two numbers can be different.
Getting around: the left sidebar
The icons down the left side take you to every part of Inly, from top to bottom:
Icon | Goes to |
Purple "+" button | Create something new: a proposal, invoice, contract, or form |
Magnifying glass | Search Inly |
House | Home (this dashboard) |
Folder | Project |
Clock | Schedulers |
Cash | Payments |
Person | Clients |
Speech bubble | Messages |
Calendar | Calendar |
Your initials (bottom) | Account settings |
For any additional questions, please reach out by clicking on the chat box or at support@inly.com and a team member would be happy to assist you.
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