The Dashboard

When you sign in, you land on your dashboard — your home base for the current company. It gives you an at-a-glance view of your business and quick access to everything else.

What’s on the dashboard

• Key numbers — totals like sales, outstanding receivables, and recent activity for the company you’re viewing.
• Quick actions — jump straight to creating an invoice, adding a customer, or recording a payment.
• Recent records — your latest invoices, payments, and other transactions.

The dashboard always reflects the company you’re currently in. If the numbers look unfamiliar, check the company switcher (top of the screen) — you may be viewing a different company. See Companies & Firms.

Build your own dashboards

Beyond the default view, Clorvia lets you create custom dashboards with charts and number widgets — for example “revenue this month”, “outstanding by customer”, or “Profit & Loss”. You decide what to track. See Reports & Dashboards.

Moving around

The left sidebar is how you reach every part of Clorvia — Items, Customers, Invoices, Payments, Expenses, Accounting, and Reports. The top bar has the company switcher, search, and your account menu.

→ Next: Finding Your Way Around