Home gives you a focused starting point for the day: what needs attention, what is coming up, and how the business is doing.
Start with the signals that matter
The top of Home summarizes your cash position and highlights useful next steps. The rest of the page brings together today's schedule, work that is due, and recent client activity so you can decide where to focus without checking every module.
Home turns information from across Moxie into a practical overview of your day and business.
Choose the right level of detail
Overview is the best place to orient yourself and act on current work.
Insights helps you explore patterns and changes across the business.
Business summary provides a generated narrative you can review and discuss with Moxie Assistant when that feature is available to your workspace.
Use Home as a launch point
Cards and records on Home are links, not just statistics. Open the item that needs attention, complete the work in its normal Moxie screen, and return to Home when you want the wider view again.
Continue exploring Moxie essentials