Configurable Dashboard

Your dashboard is the first thing you see when you log in. It should show you exactly what matters - not a one-size-fits-all view that someone else decided was important.

In Sodium, you can configure your dashboard to display the widgets and information that help you start your day right.

Widget Library

Choose from a growing library of widgets to build your perfect dashboard. Each widget is designed to surface actionable information at a glance:

Tasks Due - See upcoming tasks organised by deadline
Recent Activity - A live feed of what's happening across your practice
Proposal Status - Track proposals awaiting response
Revenue Overview - Quick financial snapshot
Client Onboarding - Monitor new clients moving through your pipeline

Activity Feeds

Stay informed without constantly checking different parts of the system. Activity feeds show you real-time updates on:

Client record changes and updates
Proposal views, acceptances, and rejections
Task completions and status changes
Team member activity
Direct Debit mandate updates

Filter your feed to show only what's relevant to you, or expand it to see everything happening across the practice.

Drag-and-Drop Layout

Arrange your dashboard exactly how you want it. Drag widgets to reposition them, resize them to show more or less detail, and remove anything that's not useful to you.

Each team member can configure their own dashboard independently, so everyone gets a view that matches their role and responsibilities.

Quick Actions

Jump straight into common actions from your dashboard. Create a new client, start a proposal, or add a task without navigating through menus. Your most-used actions are always one click away.

Want to learn about other capabilities?

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