All activity at a glance: the Overview tab

Navigate to Workflow > Overview to view a summary of your activity. Click on any of the visible states to go directly to a filtered list view of all corresponding items.

For example, to view all invoices with overdue instalments, click Overdue in the Payments column.

The Overview tab

The Overview tab

The Overview tab is separated into two segments:

  • Sales processes: shows you a count of all Offers, Contracts, Invoices and Deliveries according to the status they carry.
  • Activities: a time-sensitive view permitting you to view Contract Drafts, Invoice Payments and Deliveries depending on their current status of either Not due, Due or Overdue.