The home screen is a place to get organized before jumping off to other areas of the app.

The default model for the two selectable graphs in Insights and for the summarized Plan are chosen using the pulldowns above each module. Use the down arrows to change the two charts at the top and set new defaults. This module will only appear for Admins as insights is only available to admins.

This module displays an income statement summary of your preferred default plan. To update the plan displayed, use the drop down in the upper right corner

The Audit section shows the most recent events across all your plans on both Web and spreadsheet actions

Recent Plans at the bottom is a convenient place to find what you worked on most recently.