Navigating the App

This guide walks you through the Limitlytics interface so you always know where to find things.

Main sidebar

The left sidebar is your primary navigation. What you see depends on your role:

Admin users see:

Sales Dashboard -- sales performance analytics
Financial Dashboard -- financial performance analytics
Sources Dashboard -- performance by lead source
Custom Dashboards -- any custom dashboards your team has created (Platinum plan)
Contacts -- manage your pipeline via the contacts board or table view
Offers -- manage your product/service templates
Billing -- expands to show Deals, Payment Plans, Invoices, and Payments
Data -- expands to show Submissions and Forms
Expenses -- expands to show Fixed, Recurring, Team, and Tax expenses
Settings -- expands to show Dashboards, Data Fields, and General settings

Regular (non-admin) users see:

Fill in Form -- their daily report submission page (this is their home screen)
Contacts -- only their assigned contacts

Key difference: Regular users cannot access dashboards, offers, expenses, settings, or data management. These are admin-only areas.

Some sidebar items expand into their own sub-navigation:

Data panel

Submissions -- view and manage all report submissions
Forms -- configure which data fields each user reports on

Billing panel

Deals -- review closed deals, collection progress, next invoice date, and plan end date
Payment Plans -- manage future installments for multi-month deals
Invoices -- review draft invoices, finalize them, share public links, and record payments
Payments -- view the full invoice payment ledger

Expenses panel

Fixed -- one-time expenses
Recurring -- monthly recurring expenses
Team -- per-user salary and commission breakdown
Tax -- tax expenses linked to data fields

Settings panel

Dashboards -- manage your custom dashboards
Data Fields -- view all data fields and their user assignments
General -- currency, high-ticket threshold, and invoice billing profile settings

Click your name or avatar in the top-right corner to access:

Profile -- update your name, email, and password
Timezone -- set your timezone (affects report date calculations)
Team switching -- switch between teams if you belong to more than one
Logout

Top-right actions

The top-right area of the app includes Getting started, Quick actions, and Need help?.

Getting started -- an admin-only onboarding checklist for setting up the workspace It shows your current progress, links directly to setup actions like creating an offer or opening forms, and lets you ignore steps that don't apply to you. Once every visible step is completed or ignored, the topbar button disappears for your user. You can still manage ignored steps later from the Support page.
Quick actions -- a role-aware shortcut menu for common tasks Admins can launch Fill in form, View forms, Create contact, Create one-time expense, Create recurring expense, Create offer, and Record upsell directly from the top bar. Regular users see a smaller set focused on Fill in form, View forms and Create contact.
Need help? -- opens the in-app support page with quick links to email support, documentation, the affiliate program, premium chat for eligible Platinum teams, and checklist management for admins

Timezone indicator

Limitlytics detects your browser's timezone and compares it to your account timezone. If they don't match, you'll see a pulsing indicator next to your name prompting you to update.

You can:

Update now -- sync your account timezone to match your browser
Snooze -- dismiss the prompt for 24 hours
Ignore -- dismiss until the next session

This matters because report submissions are tracked relative to your timezone. See User Profile & Timezone for details.

Dark mode

Limitlytics supports dark mode. Toggle it from the theme switcher in the bottom-left of the sidebar. Your preference is saved and persists across sessions.

Dashboards are always one click away in the sidebar
Contacts defaults to the contacts board -- switch to the table view using the tab at the top
Use the search bar in the contacts table to quickly find someone by name or email
Breadcrumbs at the top of each page help you orient yourself within nested sections

Limitlytics documentation.