One dashboard for the whole agency
Today's revenue, overdue invoices, delayed projects, and team activity — pulled live from every client record into a single view, instead of a status meeting to find out where things stand.
Every widget on the dashboard is built from the same client, project, and invoice data you're already working in — not a separate report you have to remember to generate. Open it in the morning and see exactly what changed since yesterday.
The whole agency, at a glance
Snapshot cards show today's revenue, monthly revenue, outstanding payments, active and delayed projects, invoices due, total and new clients, team members, and open tasks — the numbers you'd otherwise chase across five different tools. A single business health score rolls those signals into one figure, so you can tell how the agency is doing before you dig into any one widget.
- Today's & monthly revenue
- Outstanding payments
- Active vs. delayed projects
- Business health score
No more asking around to find out how the month is actually going.
Know what needs attention today
Overdue invoices, delayed projects, meetings on today's calendar, and clients who've gone quiet all surface as priority signals the moment they happen — instead of staying buried until someone stumbles across them in a client record or project list.
- Overdue invoice alerts
- Delayed project flags
- Today's meetings
- Inactive client signals
A short, honest list of what's actually urgent — not a firehose of every update.
See how overdue invoices are tracked →Customizable, so everyone sees what matters to them
Revenue charts, project status breakdowns, top clients by revenue, recent invoices, team activity, and ops widgets like hours tracked and upcoming renewals can all be reordered, hidden, or collapsed per person — a founder's dashboard doesn't have to look like a project manager's.
- Reorder widgets
- Hide what's not relevant
- Collapse sections you check less often
- Preferences saved per user
One dashboard, tailored to the person looking at it instead of a fixed layout for everyone.
Questions about Sarion's dashboard
Can I customize what's on my dashboard?
Yes. Widgets can be reordered, hidden, or collapsed per user, so an account manager can prioritize client and project activity while a founder keeps revenue and invoicing front and center — on the same workspace, without stepping on each other's view.
Does it show revenue in real time?
Yes. Today's revenue, monthly revenue, and outstanding payments are pulled live from your invoices, so the numbers on the dashboard match what's actually been paid and what's still owed — no manual refresh or exported report required.
What's the health score based on?
The business health score is calculated from the same data already on your dashboard — revenue trend, outstanding payments, delayed projects, and overdue invoices — rolled into one number so you can gauge how the agency is doing at a glance, before digging into any single widget.
Will it tell me what needs my attention today?
Yes. The priorities and notifications widgets surface overdue invoices, delayed projects, meetings scheduled for today, and clients who've gone quiet, so you start the day knowing what to act on instead of clicking through every project and invoice to check.