Viewing planner dashboard
Learn how to use the planner dashboard to see your progress across tasks, budget, vendors, payments, seating, and timeline.
The planner dashboard gives you a bird's-eye view of all your planning tools in one place. See your progress across tasks, budget, vendors, payments, seating, and timeline.
Plan requirement: Pro plan
What's on the dashboard
The planner overview shows widgets for each planning tool:
Tasks widget - A donut chart showing completed, urgent (overdue), and upcoming tasks. Plus line charts showing tasks completed over the past 8 months and tasks due in the next 8 months, and a bar chart breaking down tasks by category.
Budget widget - A donut chart showing whether you're over or under budget and how much remains. Bar charts show budget by category comparing the difference to actual costs.
Vendors widget - A donut chart showing how many vendors are booked vs. shortlisted.
Payments widget - A donut chart with paid, past due, and unpaid amounts. Line charts show payment trends over the past and upcoming 8 months.
Seating widget - A donut chart showing assigned vs. unassigned guests.
Timeline widget - A donut chart showing scheduled activity hours vs. unscheduled time.
Navigating from the dashboard
Click on any widget to jump directly to that planning tool. Want to work on your budget? Click the budget widget.
Tips
Check it weekly. A quick glance at the planner dashboard helps you prioritize what needs attention.
Watch the colors. Red or rose indicators mean something needs attention (overdue tasks, overdue payments).
Use it as a progress tracker. The charts give you a visual sense of how far along you are in your planning.