home dashboard

  • Updated

overview

The Home Dashboard is your command center in Neostella. It gives you a clear, instant snapshot of what’s happening, without digging through menus or reports. At a glance, you can see how many Projects, Contacts, Documents, and Users are active, along with visual breakdowns that make patterns easy to understand.

The charts transform complex data into clean, simple visuals, helping you quickly spot workload distribution, project progress, document usage, and user structure. Instead of guessing, you see. Instead of searching, you understand. It’s designed to give you clarity fast, so you can focus on decisions, not navigation.

Because Neostella supports multiple tenants to separate data, teams, or business units, the Home Dashboard always reflects the tenant you currently have selected. This ensures that every metric and visual you see corresponds only to that specific tenant.

key benefits

  • Real-Time Snapshot: Instantly view totals for Projects, Contacts, Documents, and Users in one centralized space.
  • Project Visibility: See how projects are distributed by type and stage to quickly understand operational focus.
  • Contact Breakdown: Visualize contact categories to understand your client and partner segregation.
  • Document Control: Monitor total documents and storage usage to stay ahead of capacity needs.
  • User Overview: Quickly identify user distribution by role to understand the users type metrics.
  • Visual Clarity: Donut and bar charts transform data into easy-to-read visuals for faster insights.
  • Faster Decision-Making: Get the big picture immediately, helping you prioritize and act with confidence.

home dashboard navigation

To navigate to the Home Dashboard, follow these steps:

  1. After accessing Neostella, click the grid icon and select the Control Center workspace.
  2. Navigate to the Dashboard menu. The dashboard with charts and metrics is displayed.

14 STEPS

1. To access the Control Center Home Dashboard, follow these steps:
After accessing Neostella, click the grid icon.

2. And then select the Control Center workspace.

3. Then navigate to the Dashboard menu.

4. The Home Dashboard with charts and metrics is displayed.

5. Starting with Projects, you’ll first see Active Projects, which shows the total number of projects currently active in the selected tenant.

6. Next, Projects by Type gives you a visual breakdown of how those projects are categorized

7. And then, Projects by Type and Stage displays a bar chart that helps you understand how projects are distributed across workflow stages, so you can quickly assess workload and progress.

8. Moving on to Contacts, Active Contacts shows the total number of contact records managed in the tenant you’re viewing.

9. The Contacts by Type donut chart categorizes those contacts by role—such as Client, Vendor, Partner, or Other—giving you a clear view of your contact structure

10. In the Documents section, Total Documents tells you how many documents are stored within the tenant.

11. Storage Consumed visually represents how much storage is being used compared to what is available, helping you stay aware of capacity.

12. Finally, under Users, Total Users shows how many users currently have access to the selected tenant

13. And finally the Users by Type donut chart breaks them down by role—such as Admin, Manager, User, or Guest—so you can better understand how access is distributed.

14. That's it. You're done.

https://www.iorad.com/player/2683952/Control-Center---Home-Dashboard?iframeHash=watchsteps-1&lang=en



Next step

Displayed charts and metrics are explained below.

Projects

  • Active Projects: Displays the total number of projects currently active in the selected tenant.
  • Projects by Type: Visual breakdown of how projects are categorized by type within that tenant.
  • Projects by Type and Stage: Bar chart showing how projects are distributed across workflow stages, helping you quickly understand workload and progress

Contacts

  • Active Contacts: Shows the total number of contact records managed in the tenant you are viewing.
  • Contacts by Type: Donut chart categorizing contacts by role (For Example: Client, Vendor, Partner, Other), providing visibility into your contact structure.

Documents

  • Total Documents: Displays the total number of documents stored within the tenant.
  • Storage Consumed: Visual representation of used versus available storage capacity for that tenant’s data.

Users

  • Total Users: Shows how many users currently have access to the selected tenant.
  • Users by Type: Donut chart breaking down users by role (e.g., Admin, Manager, User, Guest), helping you understand how access is distributed.