Dashboard Overview#

Home is your org's dashboard. It surfaces the headline numbers, what needs attention, and quick links into the rest of the app.

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1. 1Create an invoice or proposal
2. 2Revenue outstanding overdue recurring
3. 3Collected payments last six months
4. 4Invoices awaiting payment
5. 5Latest invoice activity
6. 6Jump to any product area

Quick actions#

The header has New invoice, New proposal, and View reports so you can start work without leaving Home.

KPI tiles#

Four tiles summarize the org:

• Total revenue — collected to date.
• Outstanding — sent invoices not yet paid.
• Overdue — past-due exposure. When this is above zero, a red banner links straight to the aging report.
• Recurring / mo — recurring monthly invoice value.

Monthly revenue#

A chart of collected payments over the last 6 months, with a link to the full Revenue report.

Upcoming payments and recent activity#

Two panels below the chart:

• Upcoming payments — the next invoices awaiting payment, each with contact, number, due date, amount, and status. Links to Invoices.
• Recent activity — the five latest live (non-draft) invoices. Links to the Transactions report.