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Feature: Dashboard

Your key figures on one page.

Review key figures, revenue trends, top customers, outstanding invoices and recent activity in one place.

7 features live2 in beta3 planned

Features in detail

Live

Key figures

Review customer, product, invoice and payment figures for your company.

Live

Revenue chart

Follow revenue over the last twelve months using the dashboard chart.

Live

Top customers

Identify your highest-revenue customers to support account management.

Live

Outstanding receivables

See the remaining amounts on open invoices and open the filtered invoice list.

Live

Quick actions

Create an invoice, quote or customer directly from the dashboard.

Live

Recent activity

Review recent invoices, incoming payments and reminders.

Live

Notification indicator

See how many notifications are unread and open your notification inbox.

Beta

Upcoming reminders

A dashboard preview of invoices approaching the next reminder level.

Beta

Flexible period filter

A date picker for evaluating arbitrary reporting periods.

Planned

Previous-year comparison

Compare current dashboard figures with the previous year.

Planned

Customisable widgets

Choose and rearrange dashboard widgets for each user.

Planned

Browser push notifications

Receive browser notifications for incoming payments and team activity.

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