Dashboard Overview

Your creavio dashboard is your command center. It surfaces the most important information about your business so you can start each day knowing exactly where things stand.

Quick Stats

The top of your dashboard shows key metrics at a glance:

Revenue This Month — total collected payments for the current month
Upcoming Sessions — number of booked sessions in the next 7 days
Pending Invoices — outstanding invoices awaiting payment
New Inquiries — unread client inquiries since your last login

Click any stat card to jump directly to the detailed view.

Recent Activity Feed

Below the stats, the activity feed shows a chronological stream of everything happening in your account:

New client inquiries and form submissions
Payments received and invoices sent
Gallery views and image downloads by clients
Upcoming session reminders
Social media posts published

Each activity item is clickable, taking you directly to the relevant record.

Upcoming Schedule

The schedule widget shows your next 5 calendar events. This includes client sessions, meetings, and any personal events synced from Google Calendar. Hover over an event to see client details and location.

To-Do List

The Tasks widget shows items that need your attention — contracts awaiting signature, galleries ready for delivery, follow-ups due. These are generated automatically based on your workflow stage with each client.

Onboarding Progress

If you're new to creavio, the dashboard prominently features your Getting Started Checklist. Complete each step to unlock the full platform and earn a progress badge. Once finished, the checklist hides and your dashboard shows full business metrics.

Customization

Rearrange dashboard widgets by dragging them to your preferred position. Hide widgets you don't use by clicking the three-dot menu on any card and selecting Hide. Restore hidden widgets from Settings > Dashboard.