CoachNexa CoachNexa

Getting Started

How to use Dashboard in CoachNexa

Your practice at a glance — clients, sessions, revenue and tasks all in one view.

⏱ About 4 min · Updated 25 Sep 2026

Here is how Dashboard works in CoachNexa, step by step.

  1. Open your Dashboard

    Click Dashboard in the sidebar (top item). The page loads your key metrics and upcoming activity automatically.

  2. Read the summary cards

    The top row shows total active clients, sessions this month, and revenue this month. Click any card to drill into that section.

  3. Check upcoming sessions

    The Upcoming Sessions widget lists your next 5 sessions in chronological order. Click a session row to open its detail view.

  4. Action overdue tasks

    The Tasks due soon panel shows assignments that need your attention or your clients' attention. Click a task to open Assignments for that client.

  5. Follow up on messages

    The Recent Messages snippet shows unread threads. Click View all → or click a message to go to the inbox.

  6. Review pending invoices

    If any invoices are unpaid the dashboard shows a reminder chip. Click it to go directly to the Invoices module.

  7. Use the quick-add buttons

    The + Add Client, + Log Session and + New Invoice shortcuts let you create records without leaving the dashboard.

Tip: Bookmark the Dashboard URL — it's the fastest way to start your coaching day. Tip: Revenue numbers update in real-time as invoices are marked paid.

Ready to put this into practice?

Start your free CoachNexa workspace — no credit card, set up in 20 minutes.

Start free →
← All guides