The Client Dashboard gives you a quick overview of your goLance account, including spending, contracts, freelancer activity, milestones, time off, job applicants, and upcoming payments.
When you sign in to your client account, you are taken to the Homepage, where you can access both Mango AI and your dashboard.
What Is Mango AI?
At the top of the Homepage, you will see Mango AI.
Mango AI can answer questions using information from your goLance account. You can ask about areas such as:
- Contracts
- Freelancer activity and productivity
- Spending and payments
- Time off
- Disputes
- Other account and workforce information
You can enter your own question or select one of the suggested prompts.
To access the dashboard, scroll down from the Mango AI section.
What Is the Weekly Overview?
The Weekly Overview provides a quick summary of account activity for the selected week.
Depending on your dashboard configuration, cards may include:
- Total – Total spending across the available payment types
- Hourly – Spending on hourly contracts and the related number of hours
- Activity Level – Average activity level recorded through goMeter
- Milestones – Milestone activity for the selected week
- Scheduled Payments – Payments scheduled during the selected period
- Bonuses – Bonuses issued during the week
- Manual Invoices – Manual invoice activity for the selected week
Use the week navigation at the top of the section to review a different period.
How Do I Open More Details From a Weekly Overview Card?
Some cards include an arrow icon.
Select the arrow to open the corresponding Analytics page, where you can review more detailed information related to that card.
Can I Customize the Weekly Overview?
Yes.
Select the pencil icon beside Weekly Overview to open the Configure Cards window.
From there, you can:
- Drag cards to change their order
- Show or hide individual cards
- Select Amount First to display the monetary value as the primary figure
- Select Count First to display the number of items as the primary figure
Select Save when finished.
What Is the Your Workspace Section?
The Your Workspace section contains more detailed dashboard widgets covering different parts of your workforce and account activity.
The widgets available can vary depending on your account activity and dashboard configuration.
What Does the Total Spend Widget Show?
The Total Spend widget provides a visual overview of your spending.
You can:
- Switch between Weekly and Monthly views
- Compare spending across previous periods
- Review a breakdown of spending for the selected period
What Can I Review in the Hourly Contracts Widget?
The Hourly Contracts widget provides an overview of activity across your hourly contracts.
Depending on the available data, you can review:
- Contract name
- Contractor
- Hours recorded each day
- Total hours
- Average activity level
- Total amount
- Current goMeter activity
You can also move between previous and current weeks and use the available filters to narrow the contracts displayed.
What Does the Milestones Widget Show?
The Milestones widget helps you monitor milestone-based work.
You can switch between categories such as:
- Needs Action
- In Progress
- Upcoming
The widget may display information including:
- Contractor
- Milestone or contract details
- Amount
- Current status
For example, a milestone may show that approval is required or that funding is still needed.
What Can I Review in the Time Off Widget?
The Time Off widget gives you an overview of contractor time-off requests.
You can review:
- Pending requests
- Time off scheduled for the current week
- Upcoming time off
- Contractor
- Requested dates
What Does the Jobs & Applicants Widget Show?
The Jobs & Applicants widget provides a quick overview of your hiring activity.
You can see:
- Total number of applicants
- New applicants
- Individual job posts
- Number of applicants for each job
What Does the Scheduled Payments Widget Show?
The Scheduled Payments widget displays payments that are due soon.
You can switch between periods such as:
- This Week
- Next Week
The widget may display:
- Payment amount
- Contractor
- Due date
Can I Customize Your Workspace?
Yes.
Select Customize to enter edit mode.
From there, you can:
- Drag widgets to reorder them
- Change the height of supported widgets
- Switch supported widgets between Full and Half width
- Hide widgets you do not need
- Select Add Widget to add available widgets
- Select Reset to return to the default layout
When you are finished, select Done.
What Is the Difference Between the Arrow and Expand Icons?
Dashboard widgets can provide different ways to view more information.
- An arrow icon generally opens the related page, such as an Analytics report.
- An expand icon enlarges the widget so you can review more information without leaving the dashboard.
These options let you use the dashboard as a quick overview while still making it easy to access more detailed information when needed.
Can I Reset My Dashboard Layout?
Yes.
While customizing Your Workspace, select Reset to return the workspace to its default layout.
You can then continue customizing it or select Done to save the layout.
Need Help? We hope this guide was helpful! If you have questions or need additional assistance, please contact our support team through the goLance chatbot. Our team is happy to provide further guidance.