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Dashboard

Your dashboard is the organisation-wide starting point you land on after signing in. It answers "what requires attention across the organisation today," so you can triage before opening any single project, rather than a summary of recent activity.

Tenant dashboard

Found at the top of the tenant workspace (Dashboard in the sidebar). The page opens with a greeting and a compact summary of what needs attention, so you can gauge your whole organisation's status before scrolling into any one section.

  • Attention summary: four compact counts — Overdue, Due Today, Due Soon, and Commercial Deadlines — each linking straight to the relevant filtered view below.
  • Needs Attention: one prioritised queue of overdue and soon-due items across every accessible project, RFIs, variations, payment deadlines, risk reviews, delivery documents, and programme milestones, sorted most overdue first. Shows the top 5 highest-priority items by default, with a "View all" option to see the rest. Filter by urgency, project, or record type — once a filter is applied, every matching item is shown regardless of the top-5 default. Select any row to open that exact record. When nothing is overdue or due soon, this section shows "All caught up" rather than an empty table.
  • Project Map: shows your organisation's projects on a map, using the coordinates entered on each project (see Creating a Project). A project only appears once it has coordinates — SureSign never guesses a location from an address, so add coordinates manually if you want a project to show up here. Click a marker to see the project's name, status, and open action counts, with a link straight into that project. If some projects have coordinates and others don't, a note shows how many of the total are shown. Each marker's popup also offers a Google Maps shortcut that opens the exact project location in Google Maps in a new tab.
  • Portfolio Health: Active Projects, Projects With Overdue Items, Total Overdue Items, and Items Due Soon, all calculated from the same queue above so the counts always agree with what you see there.
  • Commercial Position: a compact read on Outstanding balance, Retention Held, applications awaiting certification, and commercial deadlines due, linking through to Global Commercial for the full operational picture. If your organisation has projects in more than one currency, amounts are shown per currency rather than combined.
  • Recent Activity: a short organisation-wide feed of recent project activity, where the project and actor are shown alongside each entry, with an option to show more.

Dashboard is read-only. It never lets you create, edit, or respond to a record directly. Every action link takes you to the exact record in its project so you can act on it there.

Note

Accounts with broader administrative access see a different dashboard, focused on platform administration rather than day-to-day project work.

Where activity for a specific project lives

Project-level activity (uploads, status changes, document generation, and so on) appears on that project's Overview page in full, alongside the short organisation-wide summary shown on the global Dashboard.