Your dashboard

What needs you, then the numbers#

Your dashboard opens with Needs you this week: a list of what is waiting on you, each row with the button that deals with it. Your KPI tiles and panels follow below it, as you arranged them. There is nothing to switch between.

• The rows are grouped by what they ask of you: Decide (approvals, time off, a flag raised on the plan), Fix (an overbooked person, a phase drifting), Bill, Your time, and The firm.
• Within a group, what someone is waiting on you for comes first (longest wait first), then what is due or late, then what has drifted.
• Seven rows show, the most urgent first. N more this week › shows the rest. N coming up › lists what will need you soon, such as a review due next week or a drift that will cross its line within about two weeks; Noted rests that list until Monday.
• The heading counts what is open and about N min says roughly how long it will take. The same count shows on Dashboard in the sidebar; with nothing waiting there is no number.
• Rows marked ✦ Your agent come from your AI agent, with the fix it prepared one click away.

Printable guide: Your dashboard (PDF) ↗

Fold it, or put your KPIs first#

The list starts at the top, but where it sits is yours to decide.

• Fold it with the arrow beside Needs you this week: it shrinks to one line with its count, and stays folded on every device until you open it again.
• Move it like any other card: drag it by its top edge onto the panel you want it above, or open Customize and move Needs you this week down the list. Your KPIs then sit above it.
• Each board you view (a persona, or Combined) remembers its own arrangement.

The row's button does the job#

Each row has one main button whose label says what will happen. Approve, Complete and Resolve happen right there; the row is struck through and the rest of the list stays put.

• See the fix on a ✦ Your agent row opens what the agent prepared in a panel over your dashboard: what it checked, what it recommends, and the change it would make. Approve it, or set it aside.
• See reminder (or See invoices) on a ✦ CFO Agent row opens that client's open invoices over your dashboard: how old each is, how long the client usually takes to pay, and the day each reaches the client's line, with a payment reminder ready to copy into your own email. I sent it, log it and Add a note write a note on the invoices in CORE under your name; the client never sees it. Once a CFO Agent watches your clients, these rows replace the single Collections row.
• Prepare draft invoice on a ✦ CFO Agent row opens the Bill it window for that project, the same as Bill it; Review the draft opens a draft the agent already made on the Billing sheet. Open the drafts lists every draft invoice that is stuck. Once a CFO Agent watches billing for you, its unbilled-work rows replace the Bill it rows.
• Rebalance on an overbooked person opens a dialog over the list: their hours before and after, each move by phase and who takes it, and the people with room, whom you can tick in or out. Save to plan saves the moves as plan changes; they reach CORE the next time the plan is published.
• Start review on someone's review opens their profile on its Record tab, over the dashboard, where you start it.
• Draft invoice opens the project's billing sheet in a panel. Add hours, Bill it, Review and Adjust the phase open a small window over the row. A button that has to go somewhere else, such as Fix plan, opens the right board on just that one thing and brings you back when you are done.
• Later moves a row to the back for today. Nothing is recorded.
• Let it be… is for a drift you have decided to live with, such as a phase over its fee because the client agreed to extra scope. Say why in a few words; it rests for 30 days or until the phase ends, and comes back sooner if it gets worse. Only the project's manager or a firm admin can rest a drift. Undo on the confirmation brings it back.
• Your Monday email is the same list. On Monday morning, the same items by email, including what your AI agent found, each linking straight to its fix, with anything already handled left out. On for leaders unless they turn it off; anyone can turn it on in Settings → Notifications.

Studio heads: your own people#

A studio head's list covers the people who report to them in BQE CORE: time off waiting on you, time not yet submitted, reviews, probation ending, someone overbooked, and flags raised on the plan.

• These show even if your firm hasn't given you the People page or Resource Allocation: they are about your own people. The buttons work in place.
• If no one reports to you in CORE, the list says so. Your firm's admin sets each person's manager in CORE.

Nothing is hidden, only counted#

Under the list, everything that is not a row is one line with a number.

• Everything else is fine · 9 checks: how many people are within capacity, how many staffed projects have nothing flagged, how many to-dos are open with none due. Click it to read the sentences, and show beside one to go to the rows behind it.
• 4 wait on other people: items another person owns, such as a billing schedule on a project someone else manages. Click to add them to your list.
• If a source could not be read from CORE, the list says so by name. It is never counted as fine.

Where Your week and the Action Center went#

On October 22, 2026 the Your week | KPIs switch, its one-card view and the ⌘⇧F shortcut were replaced by the list at the top of your dashboard. Everything they showed is in the list. Links that opened Your week open your dashboard.

• The AI Agents page no longer lists your agent's findings a second time: it says how many need you and links here. It keeps what only the agent can tell you, such as what it changed, with Undo.
• The Action Center was retired on September 18, 2026. The Advisor's suggestions live in the ✦ AI Advisor read inside each KPI's panel, and the Executive Brief is a card on your dashboard.