Set up your Kwill account
Create a Kwill account, name your business, pick your portal address, and add your first client — the four things that have to happen before you can send anything.
Getting started
The Kwill dashboard
What each number on the Kwill home screen counts, what the revenue chart shows, and how to reorder or hide the dashboard widgets.
In the portal: Home
- What it is
- Your home screen: a summary of clients, proposals, money owed and earned, plus upcoming events and messages.
- Why use it
- See in ten seconds what needs attention today.
- When
- Every time you open Kwill.
The four numbers
Each tile is clickable and opens the matching list, already filtered. The revenue chart below them shows money from paid invoices, by day, month (the default, last 6 months) or year.
- Active clients — clients with at least one proposal or invoice, and how many were added this month.
- Open proposals — draft and sent proposals, and how many await a signature.
- Unpaid invoices — the total of sent and overdue invoices, and how many are overdue.
- Total earned — the all-time total of paid invoices, with this month compared to last.
Widgets
On the Free plan the events and messages widgets show a locked preview with an upgrade link.
- Pipeline progress — how many deals sit in each stage.
- Upcoming events (Independent and above) — your next 5 calendar items.
- Recent messages (Independent and above) — your latest 3 conversations.
Customising the dashboard
Only the three widgets can be moved or hidden. The four numbers and the revenue chart always stay.
- Click Customize dashboard. This is available to the workspace owner only.
- Drag a widget by its handle to reorder it, or click the eye icon to hide or show it.
- Click Done customizing. Changes save automatically.
Frequently asked questions
- What does "Active clients" count on the Kwill dashboard?
- Clients who have at least one proposal or invoice. Clients with neither yet are counted as Pending, and archived clients are excluded.
- Why is my revenue chart empty?
- The chart only plots paid invoices. Until an invoice has been paid or marked as paid it shows "No revenue yet — send your first invoice and your earnings will chart here."
- Can I rearrange the Kwill dashboard?
- Yes, the workspace owner can. Click Customize dashboard, then drag the widgets to reorder them or use the eye icon to hide them. The four summary numbers and the revenue chart are fixed and cannot be moved or hidden.
- Does everyone on my team see the same dashboard numbers?
- No. Team members who are only assigned some clients see numbers for those clients only. The dashboard layout you choose is saved for you, in this workspace.
Describes the Kwill portal as built on 18 September 2026.
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