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
See Plans & Pricing →