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Parent Dashboard

This page explains what the parent dashboard shows and how to use it to monitor your entire organisation across all branches from a single view.

Accessing the Parent Dashboard​

The parent dashboard is available to team members who hold a parent role such as Super Admin, Billing Admin, or Viewer. If you have a parent role, a View Parent Dashboard option appears on your branch dashboard. Select it to switch to the organisation-wide view.

Dashboard Cards​

The parent dashboard displays four summary cards at the top of the page.

Total Branches​

This card shows the total number of branches in your organisation along with their health status. Use this to quickly identify whether any branch needs attention.

Total Clients​

This card shows the combined count of clients across all branches in your organisation.

Total Team Members​

This card shows the total number of team members across all branches, broken down by role. You can see at a glance how many Owners, Admins, and Members make up your organisation.

Total Estimated Bill​

This card shows the combined estimated bill across all branches. This gives you a single figure for your organisation-wide Charge Us billing. The same mid-cycle prorating rules apply here as on individual branches — see Branch Dashboard for details on how prorating works.

Branch Overview​

Below the summary cards, the branch overview section lists each branch individually. For every branch you can see:

  • The number of active clients
  • The number of team members
  • A direct link to access the branch

This section gives you a quick way to compare branches and navigate to any branch that needs attention.

Billing Overview​

The billing overview section provides a consolidated view of your financial position across the organisation.

This section shows any unpaid invoices and the next estimated bill for each branch. A summary row at the bottom displays the combined total across all branches and a count of all active subscriptions.

Use this section to identify overdue payments and forecast upcoming costs across your firm.

Cross-Branch Activity​

The bottom section displays the cross-branch activity log. This is a unified audit trail that captures actions happening across every branch in your organisation.

You can use this log to monitor team activity organisation-wide and drill deeper into specific events. This is useful for compliance, oversight, and identifying patterns across your practice.