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Home

Home is the screen you land on after signing in. Nothing is edited here. Every number and row links to the screen it summarizes.

Business overview

A row of cards. Each links to the screen behind the number.

CardShowsLinks to
Revenue this monthTotal of payments recorded in the current calendar monthInvoices, filtered to Paid
Outstanding invoicesCombined unpaid balance of sent invoicesInvoices, filtered to Sent
Open dealsCombined value of deals in the Lead, Qualified and Proposal stagesDeals
Open projectsCount of projects not archivedProjects
Total customersCount of companies with at least one won dealCompanies

Revenue this month counts payments by the date they were recorded, not the date entered in the payment’s Date received field.

Needs attention

A list of counted items. Each row links to a filtered screen, and the count is written out in full (“1 overdue invoice”, “3 overdue invoices”).

  • Overdue invoices: sent invoices past their due date with a remaining balance. Links to Invoices, filtered to Overdue.
  • Overdue tasks: your open tasks past their due date. Links to Tasks.
  • Deals need follow-up: open deals with no change and no note in the last 7 days. Links to Deals. Adding a note removes a deal from this list.

With no items, the card reads “Nothing needs attention.”

Recent activity

The eight most recent events in the account, newest first. Each links to the record:

  • a company, contact or deal was added
  • a note was added to a record
  • an invoice was sent
  • a payment was recorded
  • a project was created, or a task created, completed or reopened

Before any activity, it reads “Nothing has happened yet.”

Recent activity is derived from current records and changes as they change. For a retained history of who changed what, see the Audit log.