Total Firms
{{ overview.total_firms }}
{{ overview.active_firms }} active / {{ overview.inactive_firms }} inactive
Setup Incomplete
{{ overview.setup_incomplete_firms }}
Firms needing setup action
Pending Admin Invites
{{ overview.pending_invites }}
Firm Admin password/invite pending
Platform SMTP
{% if overview.smtp.configured and overview.smtp.active and overview.smtp.send_auth_emails %}Ready{% else %}Needs Setup{% endif %}
{{ overview.smtp.message }}
Service Catalogue
{{ overview.service_count }}
{{ overview.active_service_count }} active services
Default Task Templates
{{ overview.default_task_count }}
{{ overview.services_without_tasks }} services without tasks
Storage
{{ overview.storage.status_label }}
{{ overview.storage.used_display }} used
Billing Readiness
{{ overview.billing.active_subscription_count }}
Active platform subscriptions

Needs Attention

Action-first list for System Admin.

Open setup health
{% for item in overview.needs_attention %}
{{ item.label }}{{ item.count }}
 {% else %}
No immediate platform setup issues found.
{% endfor %}

Quick Actions

+ Create Firm Wizard Platform SMTP Settings Reports Centre