Two dashboards, one address
What you see on the dashboard depends on what you're allowed to see. People with company-wide visibility get the financial overview; everyone else gets a personal dashboard focused on their own work. Either way, it's the first thing that opens when you log in.
The company view
The company dashboard reads like a health check: cash collected and recorded cost across your projects, trends over time, and how each project in the portfolio is doing. It will also flag concentration risk — when a single client or project drives more than half the cash you collect, you'll see it called out.
"Collected − recorded cost" is exactly what it says: cash that came in, minus the costs recorded so far, per project. It isn't profit and it isn't a bank balance — a recorded cost may not be paid yet, and costs still waiting on approval aren't in it. If a number looks off, click through to the project — the dashboard is a summary of the ledger, never a substitute for it.
The personal view
The personal dashboard shows your work queue, the projects you're assigned to, and your own expense pipeline as a funnel — drafts, in review, changes requested, approved. It's built for the person on site, not the person doing the books.
The weekly snapshot
Once a week, on Monday, Obra can email you a money snapshot of the week that just ended. It's on by default and yours to turn off — flip "Email me a weekly money snapshot of my projects" in your Settings, or use the one-click unsubscribe link in any snapshot email.