Home gives you a focused starting point for the day: what needs attention, what is coming up, and how the business is doing. It is made of dashboards, so you can keep the views Moxie provides or build your own.
Find your dashboards
Select Home in the icon rail. The Home navigation lists each dashboard you can see, followed by Business summary when that feature is available to you. Below them, New dashboard starts another dashboard and the settings icon beside it opens Manage dashboards. Your saved Quick links come last. Dashboards a teammate shared with you show a small people icon.
Everyone starts with two dashboards:
Overview is the best place to orient yourself and act on current work. It shows Cash at a glance, Goals, Needs attention, Respond, deliver, grow, Today, Recent activity, and Share links.
Insights helps you explore patterns across the business: money collected and invoiced, income versus expenses, revenue by client and billing model, effort and effective rate, time trends, and revenue that is coming up. Insights is available to people with access to business insights; collaborators and restricted users start with Overview only.
Each dashboard only shows the widgets you have permission to use, so two teammates can see a different set of cards on their own Overview. To add, remove, rearrange, or share widgets, see Customize your Home dashboards.
The Home navigation lists your dashboards; the selected dashboard fills the page with its widgets.
Choose a period and clients
Dashboards with time-based widgets show a period selector at the top. It starts at This month, and you can switch to options such as Last month, This quarter, Past 90 days, or This year. Widgets that compare results show the comparison period beside the selector—for example, This month compares with last month. Use the client filter beside it to narrow client-aware widgets to one or more clients.
The period and client filter are personal and remembered for each dashboard. Changing them never changes what a teammate sees on a shared dashboard. Some widgets use their own fixed window, such as Scheduled revenue's Next 12 months, and widgets that cannot be filtered by client show an All clients note while a client filter is active.
Start with the signals that matter
Cash at a glance summarizes overdue and outstanding invoices, what you collected and expect to collect this month, and your uninvoiced hourly work. Select Unbilled hours to review hours that are ready now or reserved for an upcoming recurring invoice, then create the appropriate client invoice without first opening the Time page. The rest of Overview brings together today's focus, schedule, and recent client activity so you can decide where to work without checking every module.
Understand Needs attention
Needs attention is an exception feed, not a complete list of every open record. It highlights work that is late, failed, unassigned, unread, or ready for a financial action today. Items are grouped by Type by default, such as overdue invoices, tasks, or tickets. Use the grouping menu to switch to Client or No grouping. Each group shows up to four items; select Show all to see the rest of that group. Select a group heading to collapse it, or use the collapse and expand control beside the grouping menu to fold every group at once. Without grouping, select + more to expand the list in place. Use the Category filter to focus on Money, Work, Inbox, or Automations. Moxie remembers your category, grouping, and collapsed groups for your workspace.
Needs attention can include:
Sent invoices with a remaining balance after their due date.
Unbilled hourly work that is more than 30 days old, belongs to an earlier calendar month, and is not covered by a healthy recurring invoice.
Meaningful unbilled project work—normally at least 100 in your workspace currency—when a fixed-fee or milestone project is complete or due, or a per-item deliverable is complete.
Tasks past their due date.
Open tickets that are overdue, unread, or do not have an owner.
Payment plans in an error state and recurring schedules that failed to run.
Needs attention intentionally does not include:
Hourly work that is 30 days old or newer, plus all work from the current calendar month.
Hours that a healthy upcoming recurring invoice is configured to collect.
Fixed-fee, milestone, or per-item work that is still in progress and not due.
Fixed-fee work that has already been invoiced for the full project amount or more.
Future invoices and tasks, healthy payment plans or schedules, and closed, archived, or currently snoozed tickets.
Categories you cannot access, or an item you dismissed with its × action. Dismissing hides the item for you only (Dismiss for me); teammates still see it.
Each item explains why it is present. Unbilled hourly work shows the dates involved so you can distinguish older work from the current billing period. When nothing meets these exception rules, Moxie removes the section instead of showing an empty card.
For a complete view of billable hourly work—including current-month time and hours reserved for recurring invoices—select Unbilled hours in Cash at a glance. You can also open Work → Time and select Invoice unbilled.
Plan the day across three kinds of work
The Respond, deliver, grow widget (labeled Daily focus) is your personal action plan. It uses the same ranked priorities as the optional morning digest, organized into three balanced lanes:
Respond shows client replies and time-sensitive tickets assigned to you.
Deliver shows your assigned tasks and project deadlines.
Grow shows all incomplete to-dos with due dates for opportunities you own, including won and lost opportunities. Completed to-dos and archived opportunities are excluded. Expected close dates do not create actions.
Each lane groups dated work into Past due, Today, This week, This month, and Later. Each group initially shows up to three items. When more work remains, select + more to reveal additional items, then select Show fewer when you are finished. In a one-person workspace, Moxie treats unassigned work as the owner's responsibility. In a team workspace, assignment and feature access determine what each person sees.
Use Home as a launch point
Widgets are links, not just statistics. Select a widget's title to open its full list, or select a number, row, or chart slice to open the matching list already filtered to what you selected, using the dashboard's period and client filter. Tasks, opportunities, meetings, and unbilled time open in place so you keep your dashboard behind them. Open a focus item to work on the exact ticket, task, project, or opportunity, then return to Home when you want the wider view again. When you complete an action in a modal or another page, Home refreshes the affected widgets as you return so resolved items and updated totals do not require a manual page reload.
Business summary provides a generated narrative you can review and discuss with Moxie Assistant when that feature is available to your workspace.
The Share links card copies your client portal, business phone, and scheduling URLs. It is separate from Quick links, which are the pages you bookmark for personal navigation.
Continue exploring Moxie essentials