Choosing a module changes the frame around the page:

  • The left rail now lists only that module's pages, starting with Overview. The active page is highlighted. The rail can be collapsed to a strip of icons with the small arrow at its foot; your choice is remembered.
  • The top bar shows the module's name with a switcher for jumping straight to another module without going back to the Workspace.
  • The page itself opens on the module's Overview.

#The module Overview

Every module opens on an Overview page — a live summary of what needs attention in that area. Overviews share one layout:

  • Headline metrics across the top, each with a caption (for example Unpaid — 23 open invoices). Grouped metrics such as open and overdue draw as segments of one bar so you can see the proportion at a glance.
  • A chart of those metrics month by month. The period picker above the chart offers fiscal presets (this month, this quarter, this year, last year…) or a custom date range. Click a metric to make it the charted series.
  • Quick actions — one-click buttons for the module's most common tasks (for example New invoice, Receive payment). The small settings icon on the panel lets you choose which actions appear.
  • A mix chart (doughnut) and Insights bars that highlight ratios worth watching.
  • Mini stats and, where relevant, a Tasks list.

Overviews are read-only. To act on something, follow the links into the page that owns the data.

#HRMS, CRM and Settings

Three modules — HRMS, CRM and Settings — are large enough to carry their own full-width frame. Inside them the left rail is their own (HRMS has fifteen sections; CRM has six plus fifty configuration screens), but the same ideas apply: All Modules at the top of the rail brings you back to the Workspace, and the account menu and theme toggle sit where they always do.