Advanced Capabilities
Dashboards
Every role gets a home screen built around what actually matters to their job — not a one-size-fits-all report.
Manager dashboard
Staff & participant seats used4 / 8
AI credits this cycle62%
Cash flow — outstanding invoices$4,210
Illustrative preview — not real participant data.
Rather than one generic dashboard everyone squints at, Carelio gives each role its own — a CEO/Admin view of the whole service, a Manager's operational view, a Support Worker's own shifts, a participant's own overview.
The result is a home screen that's actually useful the moment you log in, instead of a wall of numbers you have to hunt through.
Who it's for
Everyone — every role in Carelio has its own dashboard built for what they actually need to see first.
What you can do
- A CEO-level dashboard for Admins covering the health of the whole service
- Manager, Support Worker, CRM, and Participant dashboards each tailored to that role
- Plan & Billing usage bars showing staff/participant seats and AI credit usage against your plan
- Cash Flow Summary cards on the invoicing side for a quick read on what's outstanding