Section 1.5: Navigating Your Dashboard

Your dashboard is the central control hub of your ABRAM Network workspace. It automatically adapts to your workspace role and permissions, presenting you with the metrics, tasks, and actions most relevant to your daily operations.

1. Client and Producer Dashboard

For creative directors, agencies, and production managers, the dashboard provides a high-level view of active projects, financial updates, and upcoming deliverables.

Layout Customization

The dashboard is structured as a modular card grid. You can customize which cards are visible on your screen:

1. Click the Customize Dashboard or gear icon on your dashboard page.
2. Toggle individual cards (such as Project Health, Action Items, Spend Summary, or Portfolio Health Trend) on or off.
3. Save changes. Your preference is saved locally to keep your workspace clean.

Key Metric Cards

At the top of the dashboard, compact metric cards summarize your portfolio at a glance:

• Average Health Score: A rolled-up score reflecting the overall health of your active projects.
• Completion Rate: The share of tasks or milestones being delivered on schedule across your projects.

Portfolio Health Trend

The Portfolio Health Trend chart plots how your projects' overall health has moved over time, making it easy to spot whether your portfolio is trending in a positive or negative direction before it becomes a problem.

Permissions and Financial Fallbacks

To protect sensitive financial information within agencies, the dashboard dynamically modifies its layout based on your team permissions:

• Full Financial Access: Users with financial permissions see the Total Spend metric card and the Budget Comparison chart, displaying real-time tracking of project budgets versus actual costs.
• Restricted Access: If you do not have financial permissions, all financial widgets are automatically hidden. In their place, a Milestones Due card is displayed to help you focus on active project delivery timelines.

Action Items and AI Suggestions

The Action Items widget surfaces tasks that need your attention, such as approvals, overdue deliverables, or open requests. Inside this widget, an embedded AI Suggestions panel offers proactive nudges from the ABRAM assistant covering staffing gaps, capacity constraints, budget concerns, timeline risks, and project health, so you can catch issues before they escalate.

2. Contractor and Freelancer Dashboard

For independent crew members and talent, the dashboard is designed to track upcoming bookings, manage onboarding requirements, and review work requests.

Onboarding Banners

If your payment profile setup is incomplete, a warning banner will display at the top of your dashboard. Clicking this banner redirects you to the setup page so you can finish connecting your payout details and avoid payment delays.

Peer Feedback and Team Ratings

To maintain a high-quality creative network, the system triggers a peer rating flow when a project is completed:

1. A Peer Feedback banner will appear on your dashboard when a recent project is marked as finished.
2. Clicking this banner opens a review window listing all team members who worked on the production with you.
3. You can rate and provide reviews for your crew mates. Once submitted, the banner is dismissed, and your ratings are added to their profile statistics.

Utilization and Trends

Track your current workload and availability directly from your home screen:

• Utilization Progress Ring: A radial gauge showing what percentage of your weekly capacity is currently booked.
• 30-Day Trend Sparkline: A small line chart visualizing your workload trends over the past month to help you manage your availability.
• Earnings Trend: A chart tracking your earnings over time, giving you a quick view of how your income has trended across recent bookings.

3. The Projects Page: Board, List and Triage

Your dashboard summarizes the portfolio. The Projects page is where you work through it. It offers two ways to look at the same set of projects, plus a queue for the work that has not been picked up by anybody yet.

Board View

Board view lays your projects out as cards in lanes. You decide what the lanes mean using Group By, so the same set of projects can be read as stages of production one moment and as owners the next, without changing any data.

List View

List view is still there, and it now shares the same toolbar, filters and sort as the board. Switching between the two does not reset what you had narrowed the page down to.

• The date-range filter applies to the board as well as the list.
• Sort states which order it is currently applying, so you are never guessing why a project is where it is.

The Triage Queue

Triage is a separate tab on the Projects page, and it collects the two kinds of work that most often go missing:

1. Projects with no owner. A project exists, but nobody is responsible for it.
2. Project requests that have come in and not been dealt with. Submissions from your intake forms and client portals.

Both sit in one queue with a live count, so a job stops being forgotten on the grounds that it was nobody's in particular. You can narrow the queue to just requests, just unowned projects, or leave it showing both.

Assigning an owner and reviewing a request each open as a full page rather than a popup, so there is room to read what you are deciding on.

Plan Availability: Triage is available to organizations on the Studio plan. Custom intake forms and the project requests they produce start on the same plan, so a request can never arrive somewhere you cannot see it.

The Project Requests tab in your Inbox shows the same count and takes you straight to the queue. For how requests get into it, see Section 2.3.

4. Notification Center

A bell icon in the header opens the Notification Center, a dropdown listing your recent notifications (such as approvals, comments, or status changes). For a complete history, open the full Notifications page.

The Notification Center is separate from your Inbox, which is dedicated to invitations and project requests.

Notifications can be marked read and deleted from a phone as well as a desktop. See Section 1.7.