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      How do I use my Dashboard?

      The dashboard in your account gives you a quick snapshot of your business’ health and cash flow, as well as a way to quickly invite a Team Member or create something in your account. Each graph provides a top level view of your data based on your Reports.

       

       

      Invite & Create New

      Use the Invite or Create New... buttons to quickly get started in your account: 
      Dashboard with invite and create new buttons and options under create new.

       

      Outstanding Revenue

      The Outstanding Revenue graph shows a summary of all overdue and outstanding Invoices, as well as your Accounts Aging totals across intervals. The Total Outstanding is broken down into:

      Outstanding revenue graph.

      • Invoices
        • Overdue - Unpaid Invoices that have passed their Due Date
        • Outstanding - Unpaid Invoices that have not passed their Due Date yet
      • Accounts Aging - Total of both overdue and outstanding Invoices in each interval based on age, excluding Sales Taxes and any Deposits paid

       

      Notes:

      • Details - Hover over the Overdue or Outstanding bars to see the active and archived Invoices making up each total as well as a link to those Invoices
        • The View Invoices link will only take you to active Invoices instead
      • Accounts Aging - Click on any of the amounts in each interval or the View Accounts Aging Report link to see the specific Invoices
      • Currency - Toggle between multiple currencies by clicking on the currency next to Outstanding Revenue and choosing any other currency you’ve used previously
        Outstanding revenue graph filters.

       

      Monthly Recurring Revenue (Select)

       

      The Monthly Recurring Revenue graph is from the Recurring Revenue Report, which is available for Select plans only. 

       

      The Monthly Recurring Revenue graph shows a summary of all Recurring Revenue from Recurring Templates and Retainers, along with forecasted revenue from your Recurring Revenue - Annual Report.
      Monthly recurring revenue graph.

      Notes:

      • Details - Hover over each month to see the actual amount (or expected amount if looking at the future), and the percentage increase or decrease compared to the previous month
        Sales Tax is not included when looking at revenue
      • Filters - Click on the date range next to Monthly Recurring Revenue to adjust:
        • Date Range - Choose between Last 12 Months, Next 12 Months, or Custom
        • Currency - Toggle between multiple currencies you’ve used previously
      • View Recurring Revenue Annual Report - Click on the View Recurring Revenue Annual Report link to view the report matching the filters in your Monthly Recurring Revenue for further details
      • If needed, you can run a Recurring Revenue Details Report to see the specific Recurring Templates and Retainers making up each amount

       

      Total Profit

      The Total Profit graph shows a summary of your Profit & Loss Report by visually displaying your profit after any COGS (Costs of Goods Sold) and Expenses in the Collected / Cash-Based method (based on Invoice’s date of payment). The Total Profit is broken down into:Total profit graph.

      • Sales - Includes all Invoice payments, Other Income and Credit Notes, excluding Sales Taxes
      • Less COGS - All Expenses marked as COGS, including Categories marked as COGS
      • Less Expenses - All Expenses and Bill payments, including Expense Refunds
      • Profit - The Net Profit earned by subtracting COGS and Expenses from Profit

       

      Notes:

      • Details - Hover over each month to see the specifics making up each amount, or the Total Profit number to see the summarized specifics for that date range
      • Filters - Click on the filters icon next to Total Profit to adjust:
        Total profit graph filters.
        • Date Range - Choose the start and end date
        • Group - Choose between Month or Quarter
        • Currency - Toggle between multiple currencies you’ve used previously
      • View Profit & Loss Report - Click on the View Profit & Loss Report link to view the report matching the filters in your Total Profit graph for further details

       

      Revenue Streams

      The Revenue Streams graph shows a summary of your revenue from each stream. Each stream is broken down into:
      Revenue streams graph.

      • Invoices - All paid Invoices (excluding Sales Taxes)

      • Other Income Category - All Other Income entries by Category

      • Checkout Link Payments - All received Checkout Link payments

      Notes:

      • Details - Hover over any stream to see the specifics that make up each amount, or click on View Income Entries / View Invoices to see the list
      • Filters - Click on the filters icon next to Revenue Streams to adjust:
        Revenue streams graph filters.
        • Date Range - Choose the start and end date
        • Currency - Toggle between multiple currencies you’ve used previously

       

      Spending

      The Spending graph shows a summary of your spending. All logged Expenses are broken down by Expense Parent Category.Spending graph.

      Notes:

      • Filters - Click on the filters icon next to Spending to adjust:
        Spending graph filters.
        • Date Range - Choose the start and end date
        • Currency - Toggle between multiple currencies you’ve used previously
      • For specifics on what makes up each amount, run an Expense Report instead

       

      Unbilled Time

      The Unbilled Time graph shows a summary of all unbilled time that has not been invoiced back to the Client yet. All logged unbilled time entries are broken down by Client.Unbilled time graph.

      Notes:

      • Details - Hover over any Client to see the total unbilled hours by Project, and click on Generate Invoice to quickly generate an Invoice with tracked time for that Client
      • Filters - Click on the filters icon next to Unbilled Time to adjust:
        Unbilled time graph filters.
        • Date Range - Choose the start and end date
        • Order By - Choose between Unbilled Amount or Unbilled Time
      • For specifics on what makes up each total, run Time Entry Details Report instead

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