Dashboard accuracy and forecasting improvements
1.5.1·
A follow-up to the dashboard release, with activity counts that stay accurate after items are archived, a two-view risk breakdown, a 30-day workload forecast, faster load, and targeted interface fixes.
New features
- Dashboard rework with a 30-day workload forecast. The Dashboard now reads insights first, then team analytics, then activity, forecasts what is due over the next 30 days by day and by assignee with overdue work called out separately, keeps activity totals accurate after items are archived and adds an archived count with a drilldown, reworks the client-attention and coverage insight cards to avoid double-counting relationships within a household and to reflect both snapshot formats, and lets you switch the risk view between overdue and upcoming high-priority work.