Monument

Dashboard Overview

An overview of Monument's customisable dashboard — widgets, layout, and what you can track.

Overview

The Dashboard is your home screen in Monument. It shows a personalised overview of your work using widgets — configurable tiles that display key metrics, charts, and lists. Each user can customise their own dashboard layout.

Widget Categories

Monument provides 24+ widgets organised by category:

Financial Widgets

  • Revenue Summary — total revenue across projects
  • Profit & Loss — revenue minus costs with margin percentage
  • Outstanding Invoices — unpaid invoice amounts by age
  • Cash Flow — projected income vs. expenses over time
  • Budget vs. Actual — planned vs. real spend for selected projects

Project Widgets

  • Project Status — breakdown of projects by status (active, completed, etc.)
  • Project Progress — completion percentage for key projects
  • Overdue Tasks — tasks past their end date
  • Upcoming Milestones — milestones due in the next 30 days

Resource Widgets

  • Team Utilisation — allocation percentage across the team
  • Capacity Overview — available hours vs. allocated hours
  • Overallocated Resources — team members booked beyond capacity
  • Leave Calendar — upcoming team leave

Time Tracking Widgets

  • My Timesheet — your logged hours this week
  • Team Hours — total hours logged across the team
  • Unbilled Time — tracked time not yet invoiced

Invoice Widgets

  • Invoice Pipeline — invoices by status (draft, sent, overdue, paid)
  • Aged Receivables — outstanding invoices grouped by age bracket

Layout

Widgets are arranged in a grid layout. You can:

  • Add new widgets from the widget library
  • Remove widgets you don't need
  • Resize widgets by dragging their edges
  • Rearrange widgets by dragging them to a new position

Your layout is saved per user — each team member has their own dashboard.

Date Ranges

Many widgets support configurable date ranges — this week, this month, this quarter, this financial year, or a custom range. Click the date selector on a widget to change its time period.

What's Next