A quick overview of common information for your business.

The Dashboard is your starting point with your Consultant Office. The Dashboard delivers a "snap-shot" of the day's events, key charts so you can quickly see that state of your business, your upcoming bookings, tasks, customer follow-ups. This simple yet powerful tool will let you know with a mere glance how well your business is doing. All this and we're just getting started.

Dashboard Graphs & Charts
Graphs and Charts

Stay up-to-date with graphs and charts. View your sales and bookings over the last 12 months, see your top products sold, and your profit/loss for the year. At a glance get an impression of the health of your business.

Quick Add
Access Frequently Used Tasks Quickly

The quick add drop down menu just below the Dashboard button gives you one-click access to the most frequently used activities, like invoicing a customer, adding a contact or recording a expense you incurred.

Stay current on the latest news & updates

Always know what is happening at Consultant Office by watching the What's New area on your right column of the Dashboard page. Important information from our blog like new feature announcements, training schedules, press releases and more are regularly posted here.