Dashboards
Dashboards turn your data into a picture of your business. Build your own with charts and number widgets — and see exactly the metrics you care about.
Build a dashboard
Open Dashboards
Find Dashboards in your workspace.
Add a widget
Choose what to show — for example:
- Number widgets — a single figure like total sales this month, outstanding receivables, or number of invoices.
- Chart widgets — a breakdown such as sales by month or sales by customer.
Pick the data and filters
Point the widget at your invoices, payments, or expenses, choose the measure (sum, count), and add filters (date range, customer, status).
Save and arrange
Lay your widgets out the way you like. Your dashboard updates as new transactions come in.
Ideas for useful dashboards
| Widget | Shows |
|---|---|
| Total sales (this month) | Revenue at a glance |
| Outstanding receivables | How much customers owe you |
| Expenses (this month) | What you’re spending |
| Sales by customer | Who your biggest customers are |
| Invoices created | Activity over time |
Dashboards are per company — switch companies to see each one’s numbers.
→ For statutory financials, see P&L, Balance Sheet & Trial Balance.