Dashboard

The overview dashboard is your landing view after sign-in: it surfaces revenue, expense, and task snapshots so you can gauge business health without drilling into every module.

Quick actions from home jump straight into creating invoices, quotes, or expenses—fewer clicks for the workflows you run daily.

Tune which widgets appear first so everyone sees the same headline KPIs during stand-ups or leadership reviews.

Dashboard widgets

Below are screenshots of the home dashboard cards and charts with a short explanation for each.

Key summary cards

Four headline cards answer, at a glance: Are we liquid? Are operations profitable? How much did we spend? What do customers still owe? They are arranged side by side in two rows (two columns on wider screens) so you can scan all four metrics together.

Total cash flow

Net cash movement for the period tells you whether the business is generating or using cash. Use it as a first check on liquidity before you open bank feeds, vendor payments, or the cash flow detail reports.

Operating income

This figure focuses on profit from core operations—sales minus the recurring costs of running the business, before interest and tax. A healthy operating income means day-to-day activity, not financing quirks, is carrying performance.

Total expense

The expense total sums what you have booked across categories for the range you are viewing. Compare it to last month or your budget to catch overspend early—before it shows up only at month-end close.

Accounts receivable

Outstanding receivables show unpaid customer invoices. Watch this alongside sales: rising AR with flat cash collection can signal you need tighter payment terms or follow-ups.

Trend chart cards

These widgets match the same card pattern as Net Profit—icon, title, period control (such as six months), and a filled area curve. They are laid out in two rows so you can compare operating income, profit margin, net profit margin, and total expense trends side by side.

Operating income trend

This card shows how operating income moves across the months you select (for example six months). Use it next to margin charts to see whether volume, pricing, or cost—not one-off gains—is shaping results.

Net profit margin

Net margin after tax and operating costs tells you what each period keeps from revenue. A widening band on the chart usually means efficiency or mix is improving; a shrinking one deserves a quick review of taxes and recurring spend.

Profit margin

Gross or operating profit margin over time highlights pricing power versus direct costs. Stack this mentally against the net margin card: a strong gross line with weak net often points to overhead or tax drag.

Total expense trend

The expense trend mirrors your total-expense figure but as a curve—spikes flag payroll runs, vendor batches, or seasonality. Pair it with income and margin cards to confirm spend stays aligned with revenue.

More charts and summaries

Cash flow, profit and loss, and tax widgets in full width for broader context.

Cash flow trend

The chart shows how inflows and outflows change over time—use it to spot seasonality or recurring dips before they affect operations.

Profit & loss trend

Track whether revenue is outpacing costs week over week or month over month—a quick sanity check without running a full profit and loss report.

Tax summary

A concise tax snapshot supports VAT filings and accrual planning without digging through every invoice line.

Together, these cards and charts give you a full picture: liquidity, profitability, spend, and receivables up top, then trends over time, then cash flow, profit and loss, and tax for broader context. Use the same date range when comparing widgets so the numbers stay aligned.

When you need deeper detail—such as a list of unpaid invoices or a tax report—open the matching module from the sidebar or Reports. The dashboard is for daily monitoring; full reports are one click away.