Dashboard
The seven figures on the home screen, what each measures and what it does not
Dashboard
This is the screen that opens when you sign in. It gathers seven figures: what is coming in, what is going out, and what is waiting for you.
Each number is named for exactly what it measures. Several cards carry a grey note saying what they leave out — that note is part of the figure, not decoration.
Choosing what you see
The Widgets button, top right, opens the list of all seven cards with a checkmark beside each. Uncheck the ones you do not use.
Three things worth knowing:
- The choice is yours alone: your colleagues keep theirs.
- It applies per company. If you manage several, each has its own arrangement.
- The menu stays open while you tick, so you do not reopen it seven times.
A card added in a future release appears automatically — hide it then if it is not for you.
This month's four figures
Across the top: revenue, invoices issued, active clients and payment rate, each against the month before.
Revenue counts paid invoices only. An invoice sent and not yet settled appears under "Upcoming due dates", not here.
Pending work
What is waiting for you, in four clickable lines: overdue invoices, reminders to send, drafts to finish, and what falls due this week.
The week starts on Monday.
Revenue over time
Twelve rolling months, with the same period a year earlier as a dashed grey line underneath. A badge gives the change as a percentage.
Two points that prevent a misreading:
- The comparison is month against the same month — June against June, never June against May. A seasonal business read any other way tells you nothing.
- The month in progress is left out of the percentage. Comparing it to a complete month would make every month start off looking catastrophic.
- The dashed line stops before your first recorded invoice: there is nothing to compare against, and drawing a zero there would suggest a collapse.
Top clients
Your five clients by paid revenue. A client who still owes does not appear.
Supplier outstanding
What you still owe your suppliers, split into overdue and upcoming.
It counts purchase invoices on the books and not yet paid. It leaves out drafts, cancelled or rejected documents, credit notes received, expense claims, till receipts and SODA documents — none of them is a supplier invoice awaiting payment.
The card does not appear if you may not read purchases. It never shows "€0" in that case: a zero would suggest you owe nothing.
Invoiced and committed
The gap between what you invoiced and what you committed to in purchases over twelve months.
This is neither a cash position nor a result. Salaries, rent, taxes and any cost that never becomes a purchase invoice are not in it. Both sides are dated on the document, not on a payment.
The figure answers one question — "have I invoiced more than I have committed to?" — and nothing else.
Upcoming due dates
What is due in and out over 90 days, in four slices: already due, 0 to 30 days, 31 to 60, 61 to 90. Each slice gives its own balance.
These are due dates, not cash. No bank balance enters this figure, and nothing guarantees an invoice is paid on the day it falls due.
What is already due stays on screen rather than being hidden: it is still money expected, and hiding it would make the next thirty days look like the whole problem.
What about profitability?
There is no margin on the dashboard, and that is deliberate.
A margin needs the cost price of what you sell. Until that price is filled in on your items, a percentage shown here would describe a fraction of your business while looking like all of it.
So the margin is shown where it is true: on a product or service, beside its cost price. Enter that price under Products & Services — the margin appears live under the field as you type it.
