Dashboard

Kiaro has two dashboard views: an AI-powered home dashboard and the Portfolio Desk, a cross-client business overview.

AI Home Dashboard

The default dashboard at /dashboard opens with a greeting, a four-cell status strip showing where things stand today, and up to four action cards naming what to do next.

The status strip shows four numbers in the workspace’s primary currency: total Overdue receivables, total To bill from uninvoiced billable time, count of Tasks past due, and your hours logged Today. Overdue and past-due cells render in red when non-zero; the rest stay neutral. Each number is a shortcut — clicking it opens the matching screen (overdue invoices, the from-time invoice builder, your overdue task list, or Time).

Below the strip, up to four action cards surface what to do next. Each card names a specific verb in the title — Chase Acme on €21K, Invoice Spotify · 16h, Triage 29 overdue tasks, Renew Acme retainer — with a one-line subtitle giving the most useful piece of context (worst offender, days late, days quiet). Most cards open the relevant screen directly with the context already set up: invoicing a client’s unbilled hours opens the from-time builder with that client selected, overdue/this-week tasks open your task list already filtered, and budget, invoice, and retainer cards open that record. Cards that write something for you — drafting a follow-up email or a renewal, planning a next step with a lead — still open the AI assistant, where it genuinely helps.

When more than four suggestions apply, a View all → link appears under the cards. It opens /dashboard/suggestions, a single page listing every current suggestion grouped under Needs attention and Money on the table.

The AI command bar sits at the bottom of the dashboard and is always available — natural-language requests like “draft an invoice for Acme for last week’s work” or “show me my overdue tasks” still work whether or not anything is on the cards above.

Portfolio Desk

Navigate to Portfolio in the sidebar (or /dashboard/kpis) for a single view of your whole book of business: the metrics up top, then a per-client health table, then your priorities across every client.

Metrics

Recurring Revenue, Monthly fee across your active retainers, with the count of active retainers
Scope Flags, How many retainer clients are projected to exceed their included hours this month
Outstanding Invoices, Total unpaid amount across sent and overdue invoices
Revenue · Last 30 days, Total from paid invoices in the last 30 days, with a sparkline trend
Hours This Week, Total hours logged this week
Utilization Rate, Billable hours as a percentage of total hours

Engagement Health

A table with one row per active client, adapting to how you bill them:

Engagement, the client’s retainer fee, project budget, or hourly arrangement
Hours (mo), hours logged this month, shown against the retainer’s included hours where one exists
Scope, for retainer clients, a pace-projection signal: On track, Trending over, Over cap, or Underburn. It projects your current month-to-date pace to the end of the month, so a retainer heading past its cap is flagged mid-month while there is still time to talk scope, not after the cap is already blown.
AR, whether the client’s invoices are Paid, Due, or Overdue
Next action, the single most useful next step for that client, linking straight to it

Each client name links to that client’s page. For a retainer client, the Retainer tab shows an Engagement Health panel with the scope gauge and a breakdown of time burn by project. See Retainer Billing.

Cross-Client Priority Tasks

Below the table, a ranked feed of open tasks across every client, overdue first, so you can see what needs doing without opening each client in turn.

Additional sections

Needs Attention, Items requiring action (overdue invoices, past-due tasks)
Upcoming This Week, Tasks and deliverables due soon

Goals and targets

Set targets in Settings → Dashboard Goals for monthly revenue, weekly hours, and utilization rate. When targets are configured, the metric cards show progress against your goals. See Setting Up Your Workspace for details.

Data export

Every entity list page (Clients, Projects, Tasks, Time Entries, Invoices, Proposals, Contracts, Deliverables, Meetings, Knowledge Base) includes an Export button. Open it and choose CSV or Excel (.xlsx) to download the visible data with your current filters applied.

For a full workspace export, go to Profile → Account and use the Export button. Choose an Excel workbook with one sheet per data type (clients, projects, tasks, invoices, time entries, contracts, deliverables, and knowledge base articles), or a complete JSON backup.