> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/firms-getting-started/dashboard.md).

# Understanding Your Firm Dashboard

The Firm Dashboard is your central hub for managing close work across all clients. It gives you a real-time list view of every client with counts showing exactly how much work remains across each checklist section, so you can quickly identify where to focus next.

***

<figure><img src="/files/kwYy3vKB5TbcvYgehx3h" alt=""><figcaption></figcaption></figure>

### What You'll See

Each client row displays the following columns:

<table><thead><tr><th width="127.1051025390625">Column</th><th width="445.4644775390625">What it shows</th></tr></thead><tbody><tr><td><strong>Client</strong></td><td>Client name and status</td></tr><tr><td><strong>Setup</strong></td><td>Open setup action items</td></tr><tr><td><strong>Comments</strong></td><td>Open collaboration items</td></tr><tr><td><strong>Book</strong></td><td>Open bookkeeping items</td></tr><tr><td><strong>Schedule</strong></td><td>Open scheduling action items</td></tr><tr><td><strong>Reconcile</strong></td><td>Open reconciliation items</td></tr><tr><td><strong>Review</strong></td><td>Open review items</td></tr><tr><td><strong>Report</strong></td><td>Open reporting items</td></tr><tr><td><strong>Plan</strong></td><td>The billing plan the client is on (hover to see details)</td></tr><tr><td><strong>Team</strong></td><td>Avatars of the accountants assigned to that client</td></tr></tbody></table>

{% hint style="info" icon="lightbulb-on" %}
Count badges update automatically as work is completed. A checkmark means all items in that section are done; a zero means nothing is currently required.

Clicking the **accountant avatar icons** on the right side of a row takes you directly to that client's settings to update assignments or permissions.
{% endhint %}

***

### Switching Between List and Grid View

You can toggle between **list view** and **grid view** using the layout toggle in the top right of the dashboard.

<div align="left"><figure><img src="/files/gI1jJ2VpbvJEfa9iG53V" alt="" width="375"><figcaption></figcaption></figure></div>

***

### Sorting

Click any column header to sort all your clients by that column. For example:

* Sort by **Book** to find clients with the most bookkeeping work outstanding
* Sort by **Review** to prioritize your review queue
* Sort by **Client** to return to alphabetical order

Your sort preference is saved automatically.

***

### Time Period

The dashboard is scoped to a specific time period to keep it focused on close. Use the **period selector** in the top left to change the interval — counts will update to reflect only the work needed for that window.

Available interval types: **Day, Month, Quarter, Year**

<div align="left"><figure><img src="/files/4TSDYbeGH3xcXshE70BI" alt="" width="375"><figcaption></figcaption></figure></div>

***

### Navigating to Work

Click any count badge to jump directly into that client's checklist, landing at the exact section and time period you were viewing on the dashboard.&#x20;

***

### Finding Clients

Use the **search bar** to filter clients by name. You can type a partial name to narrow the list.

You can also filter by **client status** — All, Active, or Inactive — to focus on only the clients you need.

{% hint style="info" icon="lightbulb-exclamation-on" %}
**Note:** Sorting is disabled while a search or status filter is active. Clear the filter to re-enable sorting.
{% endhint %}

If you still can’t find a client:

* Confirm that the client was added to your firm (see [Adding Your First Client](/firms-getting-started/adding-your-first-client.md)).
* Check if your role allows access to that client (see [Firm Roles & Permissions (Invite Colleagues)](/my-firm-account/roles-and-permissions.md)).

***

### How Do I Add a New Client?

You can add new clients right from the Firm Dashboard:

1. Click your firm name in the top-left corner.
2. Select **+ Add Client**.
3. Follow the setup prompts to choose your connection or migration option.

(See [Adding Your First Client](/firms-getting-started/adding-your-first-client.md) for the full walkthrough.)

***

### How Do I Launch the Demo Client (Sandbox)? <a href="#launching-a-demo-client-0-3" id="launching-a-demo-client-0-3"></a>

If you’d like to explore Digits without connecting real client data:

1. From the Firm Dashboard, click **Create Demo Firm**.
2. Wait for Digits to provision the demo (it may take a few moments).
3. Click **Open Demo Client** to explore features safely.

Use this to:

* Test workflows without impacting real accounts.
* Train new firm staff.
* Demonstrate Digits to prospects.

See [Using Your Demo Client (Sandbox)](/firms-getting-started/sandbox.md) for more details.

***

### Frequently Asked Questions

<details>

<summary>Why don’t I see all my clients on the Firm Dashboard?</summary>

Check that each client has been added to your firm and that your **Firm Role** gives you access.\
See: [Firm Roles & Permissions (Invite Colleagues)](/my-firm-account/roles-and-permissions.md)

</details>

<details>

<summary>Do Checklist badges update automatically?</summary>

Yes. :sparkles: Digits updates each client’s Checklist badge in real time as items are reviewed or resolved—no refresh required.

</details>

<details>

<summary>What’s the difference between the Firm Dashboard and a Client Dashboard?</summary>

The **Firm Dashboard** gives you an overview of all clients at once. A **Client Dashboard** focuses on the details of a single company.

</details>

***

{% columns %}
{% column width="66.66666666666666%" valign="middle" %}
Got a question or feedback? Our team is all ears—come say hello!
{% endcolumn %}

{% column width="33.33333333333334%" valign="middle" %}

<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
{% endcolumn %}
{% endcolumns %}

***


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