Reading your dashboard
The Dashboard is your home screen — an at-a-glance view of your cash position. It pulls together what's outstanding, what's overdue, what you've collected this month, how your quotes are converting, plus a 6-month trend, recent payments, and the invoices you should chase next.
Getting to the dashboard
The Dashboard is the landing page of your workspace once you're signed in. It loads automatically after login, and you can return to it any time from the sidebar. The header reads "At-a-glance view of your cash position." Everything on it is read-only — it's a summary built live from your invoices, quotes, and payments, so there's nothing to save or refresh manually. As you finalise invoices, record payments, or convert quotes elsewhere in the app, the figures here update to match.
The four KPIs at the top
Across the top sit four key numbers. Each is a quick snapshot, and together they tell you where your cash is.
- Outstanding — the total still owed to you across all open invoices (those marked sent or partially paid). For a part-paid invoice this counts only the unpaid remainder.
- Overdue — the slice of that outstanding amount whose due date has already passed. When there's anything overdue, the figure turns red so it's hard to miss.
- Paid this month — the total of payments received so far in the current calendar month, shown in green.
- Quote conversion — the share of your issued quotes that have been converted into invoices, shown as a percentage. "Issued" means any quote that's left draft; "converted" means it's been turned into an invoice.
The 6-month paid-in trend
Below the KPIs, the "Paid in — last 6 months" chart shows the total payments you received in each of the last six calendar months as a simple bar chart, ending with the current month on the right. Hover over a bar to see the exact amount for that month, and use it to spot whether your collections are trending up or down. The bars reflect net payments, so refunds reduce the month they fall in.
Recent payments and what to chase next
The lower half splits into two lists.
"Recent payments" shows your six most recent payments, each with the related document number and the date it was received. Refunds appear in red so they stand out from money coming in. If you haven't taken any payments yet, it simply reads "No payments yet."
"Upcoming & overdue" lists up to six open invoices that still have a balance owing, ordered by due date so the most pressing ones come first. Each row shows the invoice number, the client, the due date, and the amount still outstanding; anything past its due date carries a red "overdue" badge. These rows are clickable — select one (or press Enter while it's focused) to jump straight to that invoice. When nothing is owed, it reads "Nothing outstanding."
A note on currencies
The summed figures — Outstanding, Overdue, Paid this month, and the trend chart — are all shown in your workspace's default currency, which is set in Settings. Adding amounts across different currencies wouldn't be meaningful, so documents and payments in any other currency are left out of those totals. If you do have any such documents, a small note appears above the KPIs telling you which currency the totals are in and that other-currency items are excluded. The individual rows under Recent payments and Upcoming & overdue still show each item in its own currency.
Frequently asked questions
Why don't my dashboard totals match the sum of every invoice I have?
The summed KPIs only count invoices in your workspace's default currency, and only open ones (sent or partially paid) feed Outstanding and Overdue. Drafts, fully paid, cancelled, and other-currency invoices are excluded from those sums. If you have documents in another currency, you'll see a note above the KPIs explaining they've been left out.
Why is my Outstanding number bigger than Overdue?
Overdue is a subset of Outstanding — it's only the part that's already past its due date. Outstanding includes everything still owed, whether or not it has come due yet. So Overdue can never be larger than Outstanding.
How is quote conversion calculated?
It's the number of quotes you've converted into invoices divided by the number of quotes you've issued (any quote that's no longer a draft), shown as a rounded percentage. If you haven't issued any quotes, it shows 0%.
Can I click through to an invoice from the dashboard?
Yes. The rows in the "Upcoming & overdue" list are clickable and open the invoice directly. The "Recent payments" list is informational and isn't clickable.
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