Dashboard
Open Tristiks Grow and see who you're working with, what's due next, what you've been paid this year and what's still owed, beside your calendar.
The dashboard is the first thing you see when you sign in. Each card opens the full page behind it.
Your clients and prospects in one list. Filter by active clients, active prospects or archived ones, and open a profile in a click.
The open tasks with the nearest due dates, soonest first, each with its client. Open one to update it without leaving the dashboard.
What you've been paid this year and what's still unpaid, with a chart of the year so far. Amounts in other currencies are converted into the one you choose.
Task due dates and invoice dates on a calendar. Connect Google Calendar and your events appear beside them.
Everything on the dashboard comes from work you've already done in Tristiks Grow: the clients you added, the tasks you planned and the invoices you sent.
FAQ
Still have questions? Talk to our team.
Four cards: your clients and prospects, your open tasks with the nearest due dates, what you've been paid and what's unpaid this year, and a calendar with task due dates, invoice dates and your Google Calendar events.
Open tasks that have a due date, soonest first. The full board, with every task, is one click away.
Choose the currency you want the dashboard in, and paid and unpaid amounts from invoices in other currencies are converted into it.
No. The calendar shows task due dates and invoice dates on its own. Connecting Google Calendar adds your events, and Tristiks Grow only reads them.
Yes. Every plan starts with a free 14-day trial, and you don't need a credit card to sign up.
Start a free 14-day trial and your dashboard fills in as you add clients, tasks and invoices, or book a demo and we'll walk you through it.
