Dashboard & Navigation

Get an at-a-glance view of your engagement pipeline, pending quotes, total value, and recent activity. Learn how to navigate Servantium quickly from the dashboard home.

The dashboard is your home screen in Servantium. It gives you a snapshot of your organization’s engagement pipeline, recent activity, and quick access to the things that need your attention.

Dashboard overview

The dashboard is divided into two main areas: stat cards at the top and a recent engagements table below.

Stat cards

Four summary cards appear across the top of the dashboard:

Card	What it shows
Total Accounts	Total number of clients/accounts in your organization
Active Engagements	Count of all engagements currently in an “Active” status
Pending Quotes	Count of all quotes awaiting approval or client signature
Total Value	Sum of all quote totals across the organization (displayed as currency)

Recent Engagements

The main panel shows a table of your recent engagements with:

Column	Description
Engagement	Engagement name (bold)
Client	Linked account name (resolved from the account reference)
Status	Color-coded status chip (Draft, Active, On Hold, etc.)
Last Modified	Relative timestamp (e.g., “3 days ago,” “Just now”)
Value	Sum of all quote totals for the engagement (currency formatted)

Click any row to navigate directly to that engagement’s workspace.

Servantium uses a sidebar navigation on desktop and a bottom tab bar on mobile.

Deep Linking & URLs

Every screen, tab, and record in Servantium has a unique, shareable URL. You can bookmark specific engagements, seamlessly use your browser’s back and forward buttons, and share direct links to specific pages with colleagues.

The left sidebar contains five main sections:

Icon	Label	Description
Home	Dashboard	Overview and high-level stats
Briefcase	Engagements	All engagements list and workspace
Groups	Clients	Accounts and contacts
Person	Resources	Resource management and capacity
Folder	Files	Organization files and attachments
Gear	Settings	Organization configuration

The sidebar can be collapsed (icon-only, 72px wide) or expanded (icons with labels, 250px wide) by clicking the arrow button at the top.

On screens narrower than 600px, the sidebar is replaced by a bottom navigation bar with the same main sections. A floating action button (+) in the bottom-right corner provides quick access to create a new engagement.

Top bar

The top app bar contains:

Servantium logo (left) — Always visible
Global Search — Quickly find engagements, accounts, contacts, and quotes. Results appear in a floating overlay and navigate directly to the item.
Create Engagement button — Quick action to start a new engagement (hidden on very small screens; use the floating action button instead)
Help/Training button — Access the onboarding tutorial and help resources
Profile menu — Account settings, organization switcher, and sign out

Quick actions

Creating an engagement

The fastest path to create an engagement:

Click Create Engagement in the top bar (desktop) or the + floating action button (mobile).
A dialog appears. Select an engagement type (if templates are configured) and enter a name.
You are navigated directly to the new engagement’s workspace.

Switching organizations

If you belong to multiple organizations, use the Profile menu to switch between them. All data (engagements, accounts, resources, settings) is scoped to the current organization.

Responsive design

Servantium adapts its layout based on screen width. The engagement workspace, quote editor, and resource planning grid all have their own responsive breakpoints to provide the best experience on any device.