Actionable widgets
Complete tasks, capture notes, start timers, open records, and follow up without leaving the dashboard.
Your business, understandable in one view
See what needs attention—and act before the moment passes.
Build focused operating views from live ToolsPad data, useful utilities, and direct actions without copying records out of their source apps.
30 days of Premium includedNo card requiredFree plan afterward
Owner's daily cockpit
12 active widgets
Needs your attention
Pipeline and invoices
Today's agenda
OutcomeGive every owner and team a calm, configurable command centre for the decisions they make most often.
Best forOwners, operators, team leads, and client-delivery businesses
Why it fits
People who need the whole operating picture to stay understandable without assembling reports by hand.
Privacy-safe product preview
Choose the decisions, connect the source, and keep the next action in view.
Give every owner and team a calm, configurable command centre for the decisions they make most often.
- 01Start from a useful structure
Choose a proven template or create a focused dashboard around one operating job.
- 02Connect live sources
Select permission-safe records, filters, ownership scope, dates, and direct actions for each widget.
- 03Operate from the view
Review attention items, capture work, open source records, and refine layout only when the job changes.
Owner's daily cockpit
12 active widgets
Needs your attention
Pipeline and invoices
Today's agenda
Representative sample data. Private workspace records are never used for this preview.
Turn live business information into a focused operating view with direct actions.
Give every owner and team a calm, configurable command centre for the decisions they make most often.
Live connected data
Use permission-aware information from CRM, sales, tasks, documents, money, time, publishing, and engagement apps.
Flexible visual layout
Arrange more than 100 widgets when needed, with responsive sizing, sections, keyboard controls, and clean mobile ordering.
Professional appearance
Choose restrained themes, semantic colors, readable fills, and accessible contrast without arbitrary CSS.
Reusable templates
Start from practical operating structures or share a safe template that never includes private records or credentials.
Efficient loading
Visible widgets load in permission-safe batches while offscreen data waits until it approaches the viewport.
Ready for the first useful outcome?Build the one view that makes your next business decision obvious.
Build your first dashboard Bring the signal from every enabled ToolsPad app into one permission-aware command centre.
Keep the customer, decision, and next action connected as work moves between apps.
CRM
Surface relationships, follow-ups, pipeline health, and stale work without copying customer records.
Tasks
Review, complete, assign, and capture canonical tasks directly from the operating view.
Invoices
Keep due, overdue, and outstanding billing signals visible beside the work that creates them.
Begin with the daily, weekly, sales, client-delivery, launch, cash, or personal-focus view you need most.
Owner's daily cockpitWeekly team executionCash, invoices and renewals
What to know before you begin.
Clear answers before you create your first dashboards workflow.
Does a dashboard copy my business records?
No. Dashboard definitions store layout, bounded filters, and presentation. Tasks, notes, CRM records, invoices, documents, and other records remain in their source applications.
Can I create more than one dashboard?
Yes. Keep focused dashboards for different business areas, pin the views you use most, and find the rest from Dashboard Home.
Can I share a dashboard structure without sharing data?
Yes. Templates can include layout, widgets, appearance, and reviewed safe configuration, but exclude live records, private content, source IDs, and credentials.
Do I need a separate ToolsPad account for this app?
No. One ToolsPad identity and workspace gives your team access to every enabled app from app.toolspad.com.
Build the one view that makes your next business decision obvious.
People who need the whole operating picture to stay understandable without assembling reports by hand. Start free and reach the first useful outcome today.