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.
The Outstanding Invoices 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:
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 Invoices and choosing any other currency you’ve used previously
Monthly Recurring Revenue (Select)
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.
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:
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:
Date Range - Defaults to your calendar year or Fiscal Year End, choose the start and end date if you need to customize
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:
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:
Date Range - Defaults to your calendar year or Fiscal Year End, choose the start and end date if you need to customize
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.
Notes:
Filters - Click on the filters icon next to Spending to adjust:
Date Range - Defaults to your calendar year or Fiscal Year End, choose the start and end date if you need to customize
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.
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:
Date Range - Defaults to your calendar year or Fiscal Year End, choose the start and end date if you need to customize
Order By - Choose between Unbilled Amount or Unbilled Time
