What does the Practice Dashboard show?¶

The Practice Dashboard is where you land when you open your practice workspace. It answers one question: across all your clients, what needs you today? It's available on every practice — you don't need a paid plan to use it.

Open it with Dashboard at the top of the practice sidebar.

The practice numbers¶

Six cards run across the top:

Failed Payments is the one to watch: a failed payment on a client's plan can put their business into a restricted state, so it's worth clearing quickly.

Client Pipeline¶

Below the numbers, Client Pipeline sorts every client into one of three columns:

• Needs Action — something is waiting on you.
• Due Soon — a deadline is approaching.
• On Track — nothing outstanding.

Each column shows a count, and clients appear as cards beneath it. When a column is empty you'll see Nothing needs action or Nothing due soon. Click any client card to jump straight into their books, or use View all clients → to open the full Clients list.

Compliance Health¶

The Compliance Health panel breaks the same picture down by obligation, across all clients at once:

• BAS / IAS — overdue, due soon, lodged
• Super — overdue, due soon, paid
• Payroll / STP — blocked, pending, lodged
• Practice Invoices — overdue, awaiting payment, paid

Each area links through to the workspace that fixes it — BAS/IAS to Tax, Super and Payroll/STP to Payroll, and Practice Invoices to your own Invoices.

Team Activity¶

At the bottom, Team Activity lists what your team members have recently done across your clients. If nothing has happened yet it reads No recent team activity. View all → opens the full Activity log, where you can filter by client, by who did it and by the kind of action.

Team and Activity are part of the premium practice tools and need an active Accountant Practice plan. The dashboard itself, and your client list, stay available either way.

Related guides¶

• What is Practice mode?
• How do I manage my clients?
• How do I manage client subscriptions and billing?