Your dashboard is what you see as soon as you sign in. It provides a snapshot of what you are owed, quotes and invoices that require follow-up, key financial metrics, and recent activity. This article walks you through each section of the dashboard.
Quick actions
In the top right corner of the dashboard, click + Create Invoice to go straight to the new-invoice form.
Outstanding & items needing attention
The top section of your dashboard splits your immediate priorities into two side-by-side blocks:
- Outstanding Invoices: Displays the total dollar amount across all sent, unpaid invoices along with a count of how many invoices are currently overdue.
- Items That Need Attention: Highlighted cards showing items that require action, divided into invoices and quotes.
Clicking any individual card takes you directly to that invoice or quote.
Performance & overview metrics
Below the top blocks, a grid of summary tiles provides insights into your business metrics, payment collection speeds, and overall transaction volume:
Monthly performance & tax
- Invoices Paid This Month: Total funds collected and number of payments received in the current calendar month. Click the shortcut to view paid invoices.
- Overdue Invoices: Total unpaid amount and count of past-due invoices. Click the shortcut to view all overdue invoices.
- GST/HST Collected: Total sales tax charged in the current calendar month.
Health metrics & rates
- Invoice Collection Rate: Total funds collected divided by total invoice value billed this calendar month.
- Overdue Rate: Overdue balance divided by total outstanding balance for invoices issued this calendar month.
- Avg. Days To Payment: Average time required for an invoice to transition from sent to paid within the current calendar month.
Quotes & total volume
- Open Quotes: Total sent or viewed quotes currently awaiting a client response. Click the shortcut to view open quotes.
- Quote Acceptance Rate: Percentage of issued quotes accepted this calendar month (excludes drafts and voided quotes).
- Total Invoices: All-time count of invoices across every status. Click the shortcut to open the full invoice registry.
Recent activity tables
At the bottom of your dashboard, two tables display your most recent activity:
- Recent Invoices: Displays recent invoices with their status, issue date, due date, and total amount. Click All Invoices for the complete list, or select any row to open specific invoice details.
- Recent Quotes: Displays recent quotes with their status, issue date, expiration date, and total amount. Click All Quotes for the complete list, or select any row to open specific quote details.
