> For the complete documentation index, see [llms.txt](https://help.getweddingos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getweddingos.com/for-planners/your-dashboard.md).

# Your Dashboard

Your dashboard is your daily starting point — a focused view of what's happening across your assigned clients and leads right now.

***

## What you see

The planner dashboard is built around execution, not sales metrics. It shows:

* **Upcoming weddings** — clients whose wedding date is within the next 90 days, sorted by date ascending
* **Recent activity** — latest updates across your assigned clients (emails, status changes, signed proposals)
* **Leads needing attention** — leads assigned to you that haven't had any activity recently

Owners and admins see a different dashboard (pipeline metrics, revenue, conversion rates). Your view is scoped to your work only.

***

## Upcoming Weddings

This is the main table on your dashboard — every client you're assigned to with a wedding in the next 90 days.

| Column           | What it shows                                                                     |
| ---------------- | --------------------------------------------------------------------------------- |
| **Client**       | Name and partner name                                                             |
| **Wedding Date** | Days until the wedding                                                            |
| **Venue**        | Primary venue                                                                     |
| **Phase**        | Where they are in the planning process (Foundation → Pretties → Details → Finale) |
| **Checklist**    | How many checklist items are complete vs. total                                   |

Click any row to go directly to that client's detail page.

***

## Planning Phases

Phases reflect where a client is in the planning lifecycle. Your agency defines what work happens in each phase, but the progression is always:

**Foundation → Pretties → Details → Finale**

A client moves to the next phase when all checklist items in their current phase are marked complete. You can see the current phase and checklist progress from the dashboard and from the client detail page.

***

## Leads Needing Attention

If you have leads assigned to you that haven't been contacted recently, they'll surface here. Click through to their profile to send a follow-up, update their status, or add notes.

***

## What you won't see here

* Clients or leads assigned to other planners
* Agency-wide analytics and revenue data
* Team management or settings

If you need access to something that's restricted, talk to your admin — permissions can be adjusted per-person.


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