The Overview dashboard gives you a real-time firm-wide snapshot — the total number of clients, how many are active, past due, or require banking attention. It's the first screen you see when you log in to your Firm Portal.
Overview dashboard — firm-wide snapshot with client stats
What You Can Do
- Navigate to the Firm Portal and click 'Home' in the left sidebar.
- At the top of the page, the subtitle 'HMP Accounting — firm-wide snapshot' (or your firm name) confirms you are on the correct portal.
- Review the four metric cards: Total Clients, Active, Past Due, and Banking Attention.
- Click any metric card to filter the client list below by that status.
- Use the client filter tabs (All clients, Bookkeeping, Advisory, External, Pending) to segment the list.
- Use the search bar to find a specific client by name, email, or business name.
💡 Good to Know: The 'Banking Attention' counter flags clients whose bank feeds are disconnected or stale — resolve these promptly to avoid bookkeeping delays.
💡 Good to Know: Dashboard counts update in real-time as client statuses change.
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