Dashboard overview
Last updated July 16, 2026
When you log in, the dashboard is where you land. It is meant to give you a quick read on your business without having to dig through several tabs first.
At the top, you will see a snapshot of recent activity. New contacts, invoices sent, and any that are overdue. This is the fastest way to catch something that needs your attention before it becomes a problem.
The sidebar on the left is how you move around the rest of BizOS. Contacts and your pipeline, invoicing, products, tax reports, automations, and settings all live there. Which items you see and what you can do with them depends on your plan and, if you have invited teammates, on their role.
If your business qualifies, you will also see a shortcut to your Financial Health Score on the dashboard, giving you a quick sense of your overall financial standing without opening a separate report.
There is also a Become a Partner link, usually in the sidebar, if you want to refer other businesses to BizOS and earn recurring commission. You can do this with the same account you already use to run your business, you do not need a separate login.
The dashboard updates as you work. There is nothing to configure here to get started. It simply reflects what is already happening in your account.