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 and 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 Invoices

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:
Outstanding invoices 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 view 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 - Select any of the amounts in each interval or the View Accounts Aging Report link to view the specific invoices
  • Currency - Toggle between multiple currencies by selecting the currency next to Outstanding Invoices 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 view 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 - Select 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 - Select 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 view the specific recurring templates and retainers making up each amount
 

Total Profit

The Total Profit graph shows a summary of your Profit and 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 view the specifics making up each amount, or the Total Profit number to view the summarized specifics for that date range
  • Filters - Select the filters icon next to Total Profit to adjust:
    Total profit graph filters.
    • 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 and Loss Report - Select the View Profit and 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 view the specifics that make up each amount, or select View Income Entries / View Invoices to view the list
  • Filters - Select the filters icon next to Revenue Streams to adjust:
    Revenue streams graph filters.
    • 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:
Spending graph.
Notes:
  • Filters - Select the filters icon next to Spending to adjust:
    Spending graph filters.
    • 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:
Unbilled time graph.
Notes:
  • Details - Hover over any client to view the total unbilled hours by project, and select Generate Invoice to quickly generate an invoice with tracked time for that client
  • Filters - Select the filters icon next to Unbilled Time to adjust:
    Unbilled time graph filters.
    • 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
  • For specifics on what makes up each total, run Time Entry Details report instead