Understanding the Dashboard
Learn how to read your dashboard metrics, charts, and reports.
The dashboard — labeled Reports Dashboard — is the first page you see after signing in. It gives you an at-a-glance view of your business performance with key metrics, revenue charts, and operational summaries.
Quick Actions
At the top, three buttons let you jump straight into creating:
- New Invoice — create a new invoice
- New Job — create a new job
- New Customer — add a new customer
Key Metrics
The top row shows four stat cards for the selected month:
| Metric | What It Shows |
|---|---|
| Total Revenue | Total amount from paid invoices this month, with a count of paid invoices |
| vs Last Month | Percentage change compared to the previous month |
| Average Invoice | Average amount per paid invoice this month |
| Unpaid Amount | Total outstanding from sent (unpaid) invoices, with a count |
A second row shows three more metrics:
| Metric | What It Shows |
|---|---|
| vs Last Year | Year-over-year comparison for the same month |
| Collection Rate | Percentage of invoices that are paid vs. total sent and paid |
| Avg Days to Payment | Average number of days from invoice issue to payment this month |
Revenue Chart
The Revenue — Last 6 Months bar chart shows your monthly paid invoice totals over the last six months, giving you a quick visual of revenue trends.
Operations Sidebar
Two cards summarize your current workload:
- Jobs Overview — counts of active, completed, and cancelled jobs
- Invoice Status — counts of draft, sent, and paid invoices
Bottom Section
Three cards at the bottom provide more detail:
- Top Customers — your highest-paying customers this month, ranked by revenue
- Top Jobs — your highest-value jobs this month, ranked by paid invoice totals
- Overdue Invoices — invoices past their due date, showing days overdue and amount. If you’re all caught up, you’ll see an “All caught up!” message.
Changing the Time Period
Use the month selector at the top right to view metrics for a different month. All stat cards, the revenue chart, and the bottom-section rankings update to reflect the selected period.
Exporting Data
Click the Export button next to the month selector to download a CSV of your dashboard data for the selected period.
Dashboard Nudges
The dashboard may show helpful nudge cards based on your account activity:
- First Customer — prompts you to add your first customer if you haven’t yet
- First Invoice — prompts you to create your first invoice once you have a customer
- Connect Stripe — reminds Pro users to set up online payments after sending a few invoices
- Overdue Invoice — highlights overdue invoices and mentions automatic reminders available on Pro
These nudges disappear once you take the suggested action.
Related
- Your First Invoice — create and send an invoice
- Invoice Workflow — understand the Draft, Sent, and Paid lifecycle
- Free vs Pro — compare plans