Configurable Dashboard

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

There are multiple task widgets, and you can configure them however you like. Just want a list of all overdue tasks? No problem. Only in-progress tasks assigned to you? You've got it. A count of all tasks and their status? Sure. Mix and match to build the view that works for you.

Track your proposals with a dedicated widget showing which are awaiting response, recently accepted, or need follow-up.

You can even put a kanban board on your dashboard - pick a service or a sales pipeline, choose the stages that matter to you, and see where everything stands at a glance.

There's also a recently viewed clients widget so you can jump straight back to whoever you were working with, and news feeds from popular industry sites to keep you up to date without leaving Sodium.

When you need more depth than a widget, reports pick up where the dashboard leaves off - deadline compliance, team workload, work in progress, and more. And when it's time to get heads-down, the focus panel turns your task list into a guided queue.

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.

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. Pin your favourite saved views to the navigation and the filtered lists you rely on are never more than a click from the dashboard either.