The home dashboard

The home dashboard is the screen you land on when you sign in to 1pm. It's a one-page view of the venue or planning business: how many events are active, what they're worth, what's happening this week, and how the pipeline is split between enquiries that haven't closed and confirmed work that has.

The dashboard reads from the same data you maintain on each event, so there's no separate report to keep up to date.

This article covers what's on the screen, what feeds it, and the small handful of fields you can fill in on each event to make the picture honest.

Where the dashboard lives

The home dashboard is the first screen after sign-in. It also lives in the sidebar under Home, so you can return to it any time from anywhere in the planner.

The page is split into three bands.

Across the top, four headline KPI tiles. Below them, the pipeline donut chart. Below the chart, a Today and Next 7 Days panel listing the events that need your attention this week.

The KPI tiles

• Active events. The count of events with a status of Enquiry, Tentative, or Confirmed. Completed and Cancelled events are deliberately excluded so this number reflects work that is still in motion.
• Active pipeline value. The total dollar value of those active events, taken from the Event value field on each one. Events without a value are simply not counted; the figure isn't artificially inflated or zero'd out.
• Average per event. The active pipeline value divided by the active event count. Useful as a sanity check on whether the deals coming in are the size you expected.
• Next 7 days. The count of events landing in the coming week, regardless of status. This is the "what does the team need to deliver in the immediate term" number.

The tiles are read-only summaries. Click any event on the dashboard's lower panel to drop into its planner; the tiles don't have their own click targets.

The pipeline donut chart

The donut chart breaks active events down by status. Each slice is one of Enquiry, Tentative, or Confirmed, sized by either count or dollar value (a toggle above the chart switches between the two). Completed events are left off so the chart represents the future, not history. Cancelled events are also omitted so the picture isn't dragged down by dead leads you've already written off.

The donut updates live. Change a status on an event in another tab and the donut animates across to the new shape within seconds; the underlying SSE stream keeps every browser tab on the same page.

If you've used 1pm for a while without filling in Event value on each event, the dollar view will look thin. The count view still works regardless. Filling in value on each new enquiry as it comes in is the low-effort habit that makes the dollar view useful.

Today and Next 7 Days

The panel below the chart lists every event with a date in the next seven days, sorted by date. Each row shows the event name, the date, the pax count, the venue space, and the status. Click a row to open the planner for that event.

The list is the answer to "what's actually on this week", read at a glance, with the operational facts (pax, where, status) right next to the name. It replaces the daily habit of scrolling through the Events list and filtering by date.

If there's nothing in the next seven days, the panel shows a friendly empty state. That's a reasonable signal in itself: a quiet week ahead, or a gap in the calendar to fill.

The fields that feed the dashboard

The dashboard reads from three event-level fields. None of them are mandatory; the dashboard simply renders blanks or excludes the event from a calculation when a field is empty.

• Status. The pipeline-funnel field with values Enquiry, Tentative, Confirmed, Completed, Cancelled. Drives whether an event is counted as "active" and which slice of the donut it lands in. Set it when you create an event and update it as the deal moves. Article 25 covers the status field in detail.
• Event value. A decimal currency amount, captured on the event edit form. Drives the active pipeline value tile and (when the donut is in dollar mode) the donut chart's slice sizes. The single currency-format setting per planner account means there's no currency code to pick: values are read in whichever currency your account is set to.
• Start time and End time. The event's headline times: when the thing actually starts (doors at 8am, ceremony at 4pm) and when it wraps. Distinct from the timeline-item times and distinct from Access From / Vacate By (which are about the crew's load-in and load-out window). The dashboard shows the headline times alongside each event in the Today and Next 7 Days panel so you can scan when each event of the day kicks off.

A small note on what the dashboard isn't

The home dashboard is deliberately a summary, not a reporting tool. There are no date-range filters, no by-month trend lines, no profit-margin calculations. The goal is "open the app, see whether the business is healthy, pick the next thing to do" without having to think about a query.

If you need richer reporting, the Account > Export feature gives you a full ZIP of every event with status, value, and dates, which loads into Excel or Google Sheets cleanly. For day-to-day planning, the dashboard is the screen.