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      How do I use my Dashboard?

      The dashboard in your account gives you a quick snapshot of your business' finances so you can see your outstanding invoices, profit, and where your spending is going. The dashboard also allows you to access your Reports so you can take a deeper look at your finances.



      Outstanding Revenue

      This graph shows you which Invoices are:

      • Overdue (has passed the Due Date of an Invoice)
      • Outstanding (unpaid and not yet passed the Due Date of an Invoice)

      Together, these produce the Total Outstanding amount.

      You can hover over each section of the graph which will show you specific Invoices populating that amount.

      Click on the View Invoices link if you'd like to be taken to the list of Invoices populating this total. Note: The Total Overdue on the list includes both Active and Archived overdue Invoices, and you'll only see the list of Active invoices if you click on the View Invoices link.

      If you invoice in multiple currencies, you can switch by clicking on the currency button next to the Outstanding Revenue title:

      Outstanding revenue graph with box to change currency.


      Monthly Recurring Revenue (Select)


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

      This graph shows you your current recurring revenue earned per month from Recurring Templates and Retainers, as well as forecasted revenue. You can hover over each data point to see how much it has changed compared to the previous month. 

      You can customize the view by clicking on the date range next to Monthly Recurring Revenue. You're able to change between Last 12 Months or Next 12 Months and the Currency if you're billing in multiple currencies. If you select Next 12 Months, you'll also have the option to check off the box to Apply an estimated growth rate based on your historical data to see forecasted revenue.


      Total Profit

      This graph shows you a visual picture of your profit and expenses over a period so you can get a sense of how healthy your business is. Payments you've received from an Invoice are recorded as income (green), and Expenses you've spent are recorded as loss (red) with the Total Profit in the corner.

      This graph is run in Collected format, meaning it looks at the date payments were received for any Invoice.

      Hover over any point to see which Invoices or Expenses were recorded for that month/quarter.

      You can customize this view by clicking on the button next to Total Profit. You're able to change the date range, whether you want it grouped by month or quarter, and the currency if you're billing in multiple currencies.

      Total profit graph with filters.

      Revenue Streams

      This graphs illustrates what areas your revenue is coming from, both from your Other Income and from your paid Invoices (Taxes are excluded). Categories you log Other Income as will show up here as separate streams.

      You can customize your Revenue Streams view by clicking on the button next to Revenue Streams. You're able to change the date range and toggle between currencies. 

      Revenue streams graph with filters.

      Hover over any of the sections in the graph to get a breakdown of the totals and a quick link to the entries making up the total for that particular revenue stream. 


      This shows you a pie chart of where your money is going in Expenses in each parent category (from the Expenses section of your account).

      You can customize your Spending view by clicking on the button next to Spending. You're able to change the date range and toggle between currencies.

      Spending graph with filters.

      Unbilled Time

      This shows you all unbilled time in your Time Tracking section. You can customize the date range by clicking on the button next to Unbilled Time.

      Unbilled time graph with filters.

      Hover over any block of tracked time for a Client and click on the Generate Invoice link to quickly bill for the block of time.

      Generate invoice quick link.

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